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FRG Family Wealth Advisors’s American Tower AMT Stock Holding History

FRG Family 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 		$3.1M Sell
17,982
-1,743
-9% -$314K 0.51% 48
2025
Q4 		$3.46M Sell
19,725
-1,315
-6% -$239K 0.54% 45
2025
Q3 		$4.05M Sell
21,040
-125
-0.6% -$26K 0.65% 38
2025
Q2 		$4.68M Sell
21,165
-300
-1% -$64.8K 0.81% 28
2025
Q1 		$4.67M Sell
21,465
-495
-2% -$97.1K 0.9% 28
2024
Q4 		$4.03M Sell
21,960
-70
-0.3% -$14.5K 0.73% 33
2024
Q3 		$5.12M Hold
22,030
– – 0.92% 30
2024
Q2 		$5.03M Hold
22,030
– – 0.97% 28
2024
Q1 		$3.78M Sell
22,030
-550
-2% -$110K 0.74% 30
2023
Q4 		$4.87M Sell
22,580
-140
-0.6% -$26.5K 0.99% 28
2023
Q3 		$3.74M Sell
22,720
-641
-3% -$117K 0.84% 31
2023
Q2 		$4.53M Sell
23,361
-55
-0.2% -$10.8K 0.99% 26
2023
Q1 		$4.78M Sell
23,416
-200
-0.8% -$42K 1.09% 27
2022
Q4 		$5M Sell
23,616
-637
-3% -$133K 1.19% 27
2022
Q3 		$5.21M Sell
24,253
-92
-0.4% -$23.6K 1.29% 24
2022
Q2 		$6.22M Hold
24,345
– – 1.44% 20
2022
Q1 		$6.12M Hold
24,345
– – 1.19% 25
2021
Q4 		$7.12M Sell
24,345
-667
-3% -$182K 1.33% 22
2021
Q3 		$6.64M Sell
25,012
-945
-4% -$269K 1.3% 24
2021
Q2 		$7.01M Hold
25,957
– – 1.33% 21
2021
Q1 		$6.21M Buy
25,957
+90
+0.3% +$20K 1.26% 22
2020
Q4 		$5.81M Hold
25,867
– – 1.26% 23
2020
Q3 		$6.25M Hold
25,867
– – 1.52% 19
2020
Q2 		$6.69M Sell
25,867
-70
-0.3% -$17.3K 1.76% 13
2020
Q1 		$5.65M Sell
25,937
-370
-1% -$86.1K 1.71% 14
2019
Q4 		$6.05M Sell
26,307
-838
-3% -$183K 1.46% 18
2019
Q3 		$6M Sell
27,145
-760
-3% -$166K 1.55% 15
2019
Q2 		$5.71M Sell
27,905
-1,172
-4% -$236K 1.5% 11
2019
Q1 		$5.73M Sell
29,077
-2,860
-9% -$502K 1.62% 9
2018
Q4 		$5.05M Sell
31,937
-2,505
-7% -$392K 1.65% 11
2018
Q3 		$5M Sell
34,442
-370
-1% -$54.3K 1.37% 17
2018
Q2 		$5.02M Hold
34,812
– – 1.5% 12
2018
Q1 		$5.06M Buy
34,812
+28
+0.1% +$3.94K 1.68% 9
2017
Q4 		$4.96M Sell
34,784
-946
-3% -$135K 1.6% 12
2017
Q3 		$4.88M Sell
35,730
-750
-2% -$104K 1.68% 12
2017
Q2 		$4.83M Buy
36,480
+255
+0.7% +$32.7K 1.78% 12
2017
Q1 		$4.38M Sell
36,225
-640
-2% -$70.4K 1.71% 14
2016
Q4 		$3.9M Buy
36,865
+1,185
+3% +$129K 1.63% 14
2016
Q3 		$4.04M Sell
35,680
-222
-0.6% -$25.4K 1.82% 12
2016
Q2 		$4.08M Sell
35,902
-15
-0% -$1.6K 1.84% 11
2016
Q1 		$3.67M Hold
35,917
– – 1.78% 12
2015
Q4 		$3.48M Buy
+35,917
New +$3.5M 1.7% 11

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

FRG Family Wealth Advisors's AMT Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its American Tower (AMT) stake by 8.8% in Q1 2026, selling an estimated $314K and leaving 17,982 shares worth $3.1M. The position accounts for 0.51% of the portfolio, ranked #48.

FRG Family Wealth Advisors first reported a position in AMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.12M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • FRG Family Wealth Advisors held 17,982 shares of American Tower worth $3.1M as of Q1 2026.
  • FRG Family Wealth Advisors sold 1,743 American Tower shares in Q1 2026, an estimated $314K.
  • American Tower made up 0.51% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • FRG Family Wealth Advisors first reported a position in American Tower in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's American Tower position peaked at $7.12M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.