Geller Advisors’s American Tower AMT Stock Holding History

Geller 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
2024 Q4	$347K	Sell	1,873 -42	-2%	-$8.7K	0.02%	183
2024 Q3	$445K	Sell	1,915 -60	-3%	-$13.3K	0.03%	151
2024 Q2	$387K	Sell	1,975 -26	-1%	-$4.86K	0.03%	172
2024 Q1	$395K	Buy	2,001 +60	+3%	+$12K	0.03%	178
2023 Q4	$422K	Buy	1,941 +201	+12%	+$38K	0.04%	156
2023 Q3	$286K	Sell	1,740 -346	-17%	-$63.2K	0.03%	194
2023 Q2	$407K	Buy	+2,086	New	+$408K	0.05%	152
2023 Q1	–	Sell	-1,527	Closed	-$326K	–	178
2022 Q4	$326K	Sell	1,527 -45	-3%	-$9.37K	0.06%	87
2022 Q3	$338K	Buy	1,572 +673	+75%	+$173K	0.07%	71
2022 Q2	$231K	Sell	899 -7	-0.8%	-$1.76K	0.05%	116
2022 Q1	$228K	Buy	+906	New	+$221K	0.04%	144

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's AMT Position: Q4 2024 in Review

Geller Advisors reduced its American Tower (AMT) stake by 2.2% in Q4 2024, selling an estimated $8.7K and leaving 1,873 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #183.

Geller Advisors first reported a position in AMT in Q1 2022 and has held it in 11 quarters since. The position peaked at $445K in Q3 2024. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Geller Advisors held 1,873 shares of American Tower worth $347K as of Q4 2024.
Geller Advisors sold 42 American Tower shares in Q4 2024, an estimated $8.7K.
American Tower made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #183 holding.
Geller Advisors first reported a position in American Tower in Q1 2022 and has held it in 11 quarters since.
Geller Advisors's American Tower position peaked at $445K in Q3 2024.
1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.