Dynamic Wealth Strategies’s American Tower AMT Stock Holding History

Dynamic Wealth Strategies’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	$89.9K	Buy	549 +55	+11%	+$9.44K	0.05%	121
2026 Q2	$80.8K	Sell	494 -71	-13%	-$12.8K	0.04%	129
2026 Q1	$97.5K	Buy	565 +99	+21%	+$17.8K	0.06%	121
2025 Q4	$81.8K	Buy	466 +99	+27%	+$18K	0.05%	123
2025 Q3	$70.6K	Buy	367 +61	+20%	+$12.7K	0.05%	120
2025 Q2	$67.6K	Sell	306 -110	-26%	-$23.7K	0.05%	114
2025 Q1	$90.5K	Buy	+416	New	+$81.6K	0.08%	106
2024 Q4	–	Sell	-162	Closed	-$38K	–	74
2024 Q3	$38K	Buy	162 +85	+110%	+$18.8K	0.03%	143
2024 Q2	$15K	Hold	77	–	–	0.01%	172
2024 Q1	$15K	Sell	77 -22	-22%	-$4.38K	0.01%	177
2023 Q4	$21.4K	Buy	+99	New	+$18.7K	0.02%	160

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

Dynamic Wealth Strategies's AMT Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its American Tower (AMT) stake by 11% in Q3 2026, buying an estimated $9.44K and bringing the position to 549 shares worth $89.9K. The position accounts for 0.05% of the portfolio, ranked #121.

Dynamic Wealth Strategies first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $97.5K in Q1 2026. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Dynamic Wealth Strategies held 549 shares of American Tower worth $89.9K as of Q3 2026.
Dynamic Wealth Strategies bought 55 American Tower shares in Q3 2026, an estimated $9.44K.
American Tower made up 0.05% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #121 holding.
Dynamic Wealth Strategies first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's American Tower position peaked at $97.5K in Q1 2026.
368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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