Diversify Advisory Services’s American Tower AMT Stock Holding History

Diversify Advisory Services’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	$1.06M	Sell	5,866 -3,791	-39%	-$651K	0.02%	640
2026 Q2	$1.61M	Buy	+9,657	New	+$1.74M	0.03%	487
2026 Q1	–	Sell	-2,292	Closed	-$421K	–	235
2025 Q4	$421K	Sell	2,292 -424	-16%	-$77.2K	0.01%	659
2025 Q3	$480K	Sell	2,716 -895	-25%	-$186K	0.02%	577
2025 Q2	$739K	Buy	3,611 +2,016	+126%	+$435K	0.03%	406
2025 Q1	$353K	Buy	1,595 +36	+2%	+$7.06K	0.02%	447
2024 Q4	$270K	Sell	1,559 -281	-15%	-$58.2K	0.01%	511
2024 Q3	$407K	Sell	1,840 -188	-9%	-$41.7K	0.02%	413
2024 Q2	$397K	Sell	2,028 -688	-25%	-$129K	0.02%	424
2024 Q1	$524K	Buy	+2,716	New	+$541K	0.03%	415

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services's AMT Position: Q3 2026 in Review

Diversify Advisory Services reduced its American Tower (AMT) stake by 39% in Q3 2026, selling an estimated $651K and leaving 5,866 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #640.

Diversify Advisory Services first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2026. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Diversify Advisory Services held 5,866 shares of American Tower worth $1.06M as of Q3 2026.
Diversify Advisory Services sold 3,791 American Tower shares in Q3 2026, an estimated $651K.
American Tower made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #640 holding.
Diversify Advisory Services first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's American Tower position peaked at $1.61M in Q2 2026.
368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.