Dynasty Wealth Management’s American Tower AMT Stock Holding History

Dynasty Wealth Management’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
2025 Q3	–	Sell	-2,528	Closed	-$559K	–	304
2025 Q2	$559K	Buy	+2,528	New	+$546K	0.01%	172

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynasty Wealth Management's AMT Position: Q3 2025 in Review

Dynasty Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 2,528 shares — an estimated $559K sold.

Dynasty Wealth Management first reported a position in AMT in Q2 2025 and held it in 1 quarter. The position peaked at $559K in Q2 2025. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Dynasty Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Dynasty Wealth Management sold 2,528 American Tower shares in Q3 2025, an estimated $559K.
Dynasty Wealth Management first reported a position in American Tower in Q2 2025 and held it in 1 quarter.
Dynasty Wealth Management's American Tower position peaked at $559K in Q2 2025.
1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.