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Everhart Financial Group’s American Tower AMT Stock Holding History

Everhart Financial Group’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
Q2 		$461K Sell
2,820
-201
-7% -$36.2K 0.03% 292
2026
Q1 		$521K Buy
3,021
+447
+17% +$80.4K 0.04% 266
2025
Q4 		$452K Sell
2,574
-28
-1% -$5.09K 0.04% 277
2025
Q3 		$500K Buy
2,602
+241
+10% +$50.2K 0.05% 248
2025
Q2 		$522K Buy
2,361
+312
+15% +$67.4K 0.06% 218
2025
Q1 		$446K Buy
2,049
+334
+19% +$65.5K 0.06% 226
2024
Q4 		$315K Sell
1,715
-283
-14% -$58.6K 0.06% 252
2024
Q3 		$465K Buy
1,998
+368
+23% +$81.6K 0.1% 202
2024
Q2 		$317K Buy
1,630
+429
+36% +$80.2K 0.08% 218
2024
Q1 		$237K Buy
+1,201
New +$239K 0.07% 244
2022
Q4 		– Sell
-1,536
Closed -$330K – 186
2022
Q3 		$330K Sell
1,536
-229
-13% -$58.8K 0.18% 111
2022
Q2 		$451K Buy
+1,765
New +$443K 0.27% 83

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Everhart Financial Group's AMT Position: Q2 2026 in Review

Everhart Financial Group reduced its American Tower (AMT) stake by 6.7% in Q2 2026, selling an estimated $36.2K and leaving 2,820 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #292.

Everhart Financial Group first reported a position in AMT in Q2 2022 and has held it in 12 quarters since. The position peaked at $522K in Q2 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Everhart Financial Group held 2,820 shares of American Tower worth $461K as of Q2 2026.
  • Everhart Financial Group sold 201 American Tower shares in Q2 2026, an estimated $36.2K.
  • American Tower made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #292 holding.
  • Everhart Financial Group first reported a position in American Tower in Q2 2022 and has held it in 12 quarters since.
  • Everhart Financial Group's American Tower position peaked at $522K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.