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HeadInvest LLC’s American Tower AMT Stock Holding History

HeadInvest LLC’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
2025
Q2 		– Sell
-2,225
Closed -$484K – 208
2025
Q1 		$484K Hold
2,225
– – 0.09% 147
2024
Q4 		$408K Hold
2,225
– – 0.08% 168
2024
Q3 		$517K Sell
2,225
-85
-4% -$18.8K 0.1% 145
2024
Q2 		$449K Sell
2,310
-50
-2% -$9.35K 0.09% 151
2024
Q1 		$466K Hold
2,360
– – 0.09% 154
2023
Q4 		$509K Hold
2,360
– – 0.11% 137
2023
Q3 		$382K Sell
2,360
-21
-0.9% -$3.84K 0.08% 160
2023
Q2 		$446K Sell
2,381
-55
-2% -$10.8K 0.1% 149
2023
Q1 		$498K Sell
2,436
-251
-9% -$52.7K 0.11% 137
2022
Q4 		$569K Sell
2,687
-162
-6% -$33.7K 0.13% 119
2022
Q3 		$612K Hold
2,849
– – 0.15% 109
2022
Q2 		$728K Hold
2,849
– – 0.16% 103
2022
Q1 		$716K Sell
2,849
-163
-5% -$39.8K 0.14% 114
2021
Q4 		$881K Buy
3,012
+9
+0.3% +$2.46K 0.16% 97
2021
Q3 		$797K Buy
3,003
+208
+7% +$59.3K 0.15% 101
2021
Q2 		$755K Sell
2,795
-195
-7% -$49.7K 0.14% 110
2021
Q1 		$714K Buy
2,990
+23
+0.8% +$5.12K 0.15% 108
2020
Q4 		$666K Buy
2,967
+604
+26% +$140K 0.14% 109
2020
Q3 		$571K Sell
2,363
-12
-0.5% -$3.04K 0.17% 98
2020
Q2 		$614K Buy
2,375
+15
+0.6% +$3.71K 0.19% 90
2020
Q1 		$514K Sell
2,360
-247
-9% -$57.5K 0.19% 89
2019
Q4 		$599K Buy
2,607
+50
+2% +$10.9K 0.17% 95
2019
Q3 		$565K Sell
2,557
-232
-8% -$50.6K 0.17% 92
2019
Q2 		$570K Buy
2,789
+275
+11% +$55.3K 0.16% 91
2019
Q1 		$495K Sell
2,514
-2,144
-46% -$376K 0.14% 107
2018
Q4 		$737K Buy
+4,658
New +$728K 0.12% 121

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HeadInvest LLC's AMT Position: Q2 2025 in Review

HeadInvest LLC sold out of American Tower (AMT) in Q2 2025, closing a stake of 2,225 shares — an estimated $484K sold.

HeadInvest LLC first reported a position in AMT in Q4 2018 and held it in 26 quarters. The position peaked at $881K in Q4 2021. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • HeadInvest LLC reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • HeadInvest LLC sold 2,225 American Tower shares in Q2 2025, an estimated $484K.
  • HeadInvest LLC first reported a position in American Tower in Q4 2018 and held it in 26 quarters.
  • HeadInvest LLC's American Tower position peaked at $881K in Q4 2021.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.