Empirical Wealth Management
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Empirical Wealth Management’s American Tower AMT Stock Holding History

Empirical 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
2026
Q3 		$200K Buy
+1,223
New +$210K ﹤0.01% 1098
2026
Q2 		– Sell
-1,677
Closed -$289K – 1064
2026
Q1 		$289K Sell
1,677
-6,076
-78% -$1.09M 0.01% 807
2025
Q4 		$1.36M Sell
7,753
-439
-5% -$79.9K 0.02% 292
2025
Q3 		$1.58M Buy
8,192
+241
+3% +$50.2K 0.03% 269
2025
Q2 		$1.76M Buy
7,951
+625
+9% +$135K 0.04% 246
2025
Q1 		$1.59M Buy
7,326
+5,810
+383% +$1.14M 0.04% 240
2024
Q4 		$278K Buy
1,516
+82
+6% +$17K 0.01% 519
2024
Q3 		$333K Buy
1,434
+37
+3% +$8.2K 0.01% 451
2024
Q2 		$272K Buy
+1,397
New +$261K 0.01% 473
2024
Q1 		– Sell
-998
Closed -$215K – 533
2023
Q4 		$215K Buy
+998
New +$189K 0.01% 460

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Empirical Wealth Management's AMT Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in American Tower (AMT) in Q3 2026: 1,223 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in AMT as recently as Q1 2026.

Empirical Wealth Management first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q2 2025. 652 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Empirical Wealth Management held 1,223 shares of American Tower worth $200K as of Q3 2026.
  • American Tower was a new Empirical Wealth Management position in Q3 2026.
  • American Tower made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1098 holding.
  • Empirical Wealth Management first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
  • Empirical Wealth Management's American Tower position peaked at $1.76M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.