Holos Integrated Wealth’s American Tower AMT Stock Holding History

Holos Integrated Wealth’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	$5.12K	Hold	28	–	–	﹤0.01%	313
2026 Q2	$4.63K	Sell	28 -129	-82%	-$23.2K	﹤0.01%	305
2026 Q1	$27.3K	Hold	157	–	–	0.01%	190
2025 Q4	$27.4K	Hold	157	–	–	0.02%	148
2025 Q3	$29.3K	Sell	157 -50	-24%	-$10.4K	0.02%	139
2025 Q2	$42.7K	Hold	207	–	–	0.03%	120
2025 Q1	$45K	Hold	207	–	–	0.03%	115
2024 Q4	$38K	Buy	+207	New	+$42.9K	0.03%	119

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Holos Integrated Wealth's AMT Position: Q3 2026 in Review

Holos Integrated Wealth held its American Tower (AMT) position steady in Q3 2026 at 28 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Holos Integrated Wealth first reported a position in AMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $45K in Q1 2025. 448 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Holos Integrated Wealth held 28 shares of American Tower worth $5.12K as of Q3 2026.
Holos Integrated Wealth left its American Tower share count unchanged in Q3 2026.
American Tower made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #313 holding.
Holos Integrated Wealth first reported a position in American Tower in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's American Tower position peaked at $45K in Q1 2025.
448 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.