Forza Wealth Management
AMT icon

Forza Wealth Management’s American Tower AMT Stock Holding History

Forza 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 		$1.69M Buy
10,309
+859
+9% +$147K 0.49% 52
2026
Q2 		$1.55M Sell
9,450
-19
-0.2% -$3.42K 0.47% 52
2026
Q1 		$1.63M Buy
9,469
+936
+11% +$168K 0.57% 46
2025
Q4 		$1.5M Buy
8,533
+4,179
+96% +$760K 0.54% 44
2025
Q3 		$837K Sell
4,354
-145
-3% -$30.2K 0.32% 76
2025
Q2 		$994K Buy
4,499
+300
+7% +$64.8K 0.41% 59
2025
Q1 		$914K Sell
4,199
-120
-3% -$23.5K 0.41% 61
2024
Q4 		$792K Sell
4,319
-378
-8% -$78.3K 0.36% 71
2024
Q3 		$1.09M Buy
4,697
+662
+16% +$147K 0.5% 54
2024
Q2 		$784K Buy
4,035
+280
+7% +$52.3K 0.4% 68
2024
Q1 		$742K Hold
3,755
– – 0.39% 70
2023
Q4 		$811K Sell
3,755
-310
-8% -$58.6K 0.45% 61
2023
Q3 		$668K Sell
4,065
-150
-4% -$27.4K 0.34% 89
2023
Q2 		$817K Buy
4,215
+1,673
+66% +$327K 0.41% 79
2023
Q1 		$519K Hold
2,542
– – 0.27% 110
2022
Q4 		$539K Buy
+2,542
New +$529K 0.36% 77

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Forza Wealth Management increased its American Tower (AMT) stake by 9.1% in Q3 2026, buying an estimated $147K and bringing the position to 10,309 shares worth $1.69M. The position accounts for 0.49% of the portfolio, ranked #52.

Forza Wealth Management first reported a position in AMT in Q4 2022 and has held it in 16 quarters since. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Forza Wealth Management held 10,309 shares of American Tower worth $1.69M as of Q3 2026.
  • Forza Wealth Management bought 859 American Tower shares in Q3 2026, an estimated $147K.
  • American Tower made up 0.49% of Forza Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Forza Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 16 quarters since.
  • 368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.