Cyndeo Wealth Partners
AMT icon

Cyndeo Wealth Partners’s American Tower AMT Stock Holding History

Cyndeo Wealth Partners’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,463
Closed -$239K – 564
2026
Q2 		$239K Sell
1,463
-10
-0.7% -$1.8K 0.01% 469
2026
Q1 		$254K Sell
1,473
-12,676
-90% -$2.28M 0.01% 436
2025
Q4 		$2.48M Buy
14,149
+1,505
+12% +$274K 0.13% 147
2025
Q3 		$2.43M Buy
12,644
+149
+1% +$31K 0.14% 151
2025
Q2 		$2.76M Buy
12,495
+626
+5% +$135K 0.16% 141
2025
Q1 		$2.58M Sell
11,869
-6,547
-36% -$1.28M 0.17% 141
2024
Q4 		$3.38M Buy
18,416
+534
+3% +$111K 0.23% 114
2024
Q3 		$4.16M Buy
17,882
+4,938
+38% +$1.09M 0.29% 96
2024
Q2 		$2.52M Buy
12,944
+1,012
+8% +$189K 0.2% 136
2024
Q1 		$2.36M Sell
11,932
-2,452
-17% -$488K 0.2% 145
2023
Q4 		$3.11M Buy
14,384
+4,476
+45% +$846K 0.29% 102
2023
Q3 		$1.63M Buy
9,908
+365
+4% +$66.7K 0.17% 139
2023
Q2 		$1.85M Buy
9,543
+3,874
+68% +$757K 0.19% 126
2023
Q1 		$1.16M Sell
5,669
-6,481
-53% -$1.36M 0.12% 163
2022
Q4 		$2.57M Buy
+12,150
New +$2.53M 0.3% 110

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Cyndeo Wealth Partners's AMT Position: Q3 2026 in Review

Cyndeo Wealth Partners sold out of American Tower (AMT) in Q3 2026, closing a stake of 1,463 shares — an estimated $239K sold.

Cyndeo Wealth Partners first reported a position in AMT in Q4 2022 and held it in 15 quarters. The position peaked at $4.16M in Q3 2024. 450 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Cyndeo Wealth Partners reported no remaining American Tower position as of Q3 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,463 American Tower shares in Q3 2026, an estimated $239K.
  • Cyndeo Wealth Partners first reported a position in American Tower in Q4 2022 and held it in 15 quarters.
  • Cyndeo Wealth Partners's American Tower position peaked at $4.16M in Q3 2024.
  • 450 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.