Herold Advisors
AMT icon

Herold Advisors’s American Tower AMT Stock Holding History

Herold 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 		$1.21M Buy
7,392
+392
+6% +$67.3K 0.24% 97
2026
Q2 		$1.14M Buy
7,000
+1,215
+21% +$219K 0.23% 110
2026
Q1 		$998K Buy
5,785
+75
+1% +$13.5K 0.22% 107
2025
Q4 		$1M Sell
5,710
-1,180
-17% -$215K 0.22% 109
2025
Q3 		$1.33M Sell
6,890
-29
-0.4% -$6.04K 0.31% 86
2025
Q2 		$1.53M Buy
6,919
+79
+1% +$17.1K 0.32% 86
2025
Q1 		$1.49M Sell
6,840
-69
-1% -$13.5K 0.33% 90
2024
Q4 		$1.27M Buy
6,909
+35
+0.5% +$7.25K 0.28% 98
2024
Q3 		$1.6M Buy
6,874
+125
+2% +$27.7K 0.35% 79
2024
Q2 		$1.31M Sell
6,749
-10
-0.1% -$1.87K 0.3% 89
2024
Q1 		$1.34M Buy
6,759
+47
+0.7% +$9.36K 0.32% 88
2023
Q4 		$1.45M Hold
6,712
– – 0.4% 72
2023
Q3 		$1.1M Buy
6,712
+132
+2% +$24.1K 0.34% 83
2023
Q2 		$1.28M Sell
6,580
-830
-11% -$162K 0.39% 78
2023
Q1 		$1.51M Hold
7,410
– – 0.52% 60
2022
Q4 		$1.57M Sell
7,410
-3,190
-30% -$664K 0.66% 48
2022
Q3 		$2.28M Hold
10,600
– – 1.09% 22
2022
Q2 		$2.71M Hold
10,600
– – 1.21% 18
2022
Q1 		$2.66M Hold
10,600
– – 0.95% 24
2021
Q4 		$3.1M Hold
10,600
– – 1.2% 13
2021
Q3 		$2.81M Buy
+10,600
New +$3.02M 1.09% 12

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

Herold Advisors's AMT Position: Q3 2026 in Review

Herold Advisors increased its American Tower (AMT) stake by 5.6% in Q3 2026, buying an estimated $67.3K and bringing the position to 7,392 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #97.

Herold Advisors first reported a position in AMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.1M in Q4 2021. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Herold Advisors held 7,392 shares of American Tower worth $1.21M as of Q3 2026.
  • Herold Advisors bought 392 American Tower shares in Q3 2026, an estimated $67.3K.
  • American Tower made up 0.24% of Herold Advisors's portfolio in Q3 2026, its #97 holding.
  • Herold Advisors first reported a position in American Tower in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's American Tower position peaked at $3.1M in Q4 2021.
  • 368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.