EWA
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EverSource Wealth Advisors’s American Tower AMT Stock Holding History

EverSource Wealth Advisors’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
Q1 		$539K Sell
3,124
-735
-19% -$132K 0.02% 576
2025
Q4 		$678K Buy
3,859
+2,101
+120% +$382K 0.02% 440
2025
Q3 		$338K Sell
1,758
-1,124
-39% -$234K 0.01% 672
2025
Q2 		$637K Buy
2,882
+884
+44% +$191K 0.03% 383
2025
Q1 		$435K Buy
1,998
+45
+2% +$8.83K 0.02% 417
2024
Q4 		$358K Buy
1,953
+939
+93% +$195K 0.02% 456
2024
Q3 		$236K Buy
1,014
+79
+8% +$17.5K 0.01% 504
2024
Q2 		$206K Buy
935
+28
+3% +$5.23K 0.01% 548
2024
Q1 		$156K Buy
907
+176
+24% +$35.1K 0.01% 571
2023
Q4 		$158K Buy
731
+85
+13% +$16.1K 0.01% 498
2023
Q3 		$106K Buy
646
+13
+2% +$2.37K 0.01% 551
2023
Q2 		$123K Sell
633
-214
-25% -$41.8K 0.01% 510
2023
Q1 		$173K Sell
847
-134
-14% -$28.1K 0.02% 396
2022
Q4 		$208K Sell
981
-403
-29% -$83.9K 0.03% 348
2022
Q3 		$296K Buy
1,384
+84
+6% +$21.6K 0.07% 241
2022
Q2 		$332K Sell
1,300
-658
-34% -$165K 0.09% 197
2022
Q1 		$492K Buy
1,958
+428
+28% +$104K 0.12% 153
2021
Q4 		$448K Buy
+1,530
New +$418K 0.13% 128

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EverSource Wealth Advisors's AMT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its American Tower (AMT) stake by 19% in Q1 2026, selling an estimated $132K and leaving 3,124 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #576.

EverSource Wealth Advisors first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $678K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • EverSource Wealth Advisors held 3,124 shares of American Tower worth $539K as of Q1 2026.
  • EverSource Wealth Advisors sold 735 American Tower shares in Q1 2026, an estimated $132K.
  • American Tower made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #576 holding.
  • EverSource Wealth Advisors first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's American Tower position peaked at $678K in Q4 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.