HWA
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Heartwood Wealth Advisors’s American Tower AMT Stock Holding History

Heartwood 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
Q3 		$290K Buy
1,773
+40
+2% +$6.87K 0.02% 187
2026
Q2 		$283K Hold
1,733
– – 0.02% 202
2026
Q1 		$299K Hold
1,733
– – 0.03% 176
2025
Q4 		$304K Hold
1,733
– – 0.03% 158
2025
Q3 		$333K Hold
1,733
– – 0.03% 150
2025
Q2 		$383K Hold
1,733
– – 0.04% 123
2025
Q1 		$377K Sell
1,733
-202
-10% -$39.6K 0.04% 117
2024
Q4 		$355K Hold
1,935
– – 0.04% 116
2024
Q3 		$450K Sell
1,935
-200
-9% -$44.3K 0.05% 101
2024
Q2 		$415K Buy
2,135
+629
+42% +$118K 0.05% 107
2024
Q1 		$298K Hold
1,506
– – 0.04% 116
2023
Q4 		$325K Buy
1,506
+11
+0.7% +$2.08K 0.04% 108
2023
Q3 		$246K Buy
+1,495
New +$273K 0.04% 115
2023
Q2 		– Sell
-999
Closed -$204K – 142
2023
Q1 		$204K Buy
+999
New +$210K 0.03% 127
2022
Q1 		– Sell
-717
Closed -$210K – 121
2021
Q4 		$210K Buy
+717
New +$196K 0.03% 102

Other funds holding AMT

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Heartwood Wealth Advisors's AMT Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its American Tower (AMT) stake by 2.3% in Q3 2026, buying an estimated $6.87K and bringing the position to 1,773 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #187.

Heartwood Wealth Advisors first reported a position in AMT in Q4 2021 and has held it in 15 quarters since. The position peaked at $450K in Q3 2024. 90 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Heartwood Wealth Advisors held 1,773 shares of American Tower worth $290K as of Q3 2026.
  • Heartwood Wealth Advisors bought 40 American Tower shares in Q3 2026, an estimated $6.87K.
  • American Tower made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #187 holding.
  • Heartwood Wealth Advisors first reported a position in American Tower in Q4 2021 and has held it in 15 quarters since.
  • Heartwood Wealth Advisors's American Tower position peaked at $450K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.