Homestead Advisers’s American Tower AMT Stock Holding History

Homestead Advisers’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 Q2	–	Sell	-802	Closed	-$158K	–	100
2024 Q1	$158K	Hold	802	–	–	﹤0.01%	106
2023 Q4	$173K	Hold	802	–	–	﹤0.01%	104
2023 Q3	$132K	Hold	802	–	–	﹤0.01%	107
2023 Q2	$156K	Hold	802	–	–	﹤0.01%	105
2023 Q1	$164K	Buy	802 +101	+14%	+$21.2K	﹤0.01%	107
2022 Q4	$149K	Buy	701 +78	+13%	+$16.2K	﹤0.01%	103
2022 Q3	$134K	Buy	623 +15	+2%	+$3.85K	﹤0.01%	109
2022 Q2	$155K	Buy	608 +119	+24%	+$29.9K	﹤0.01%	105
2022 Q1	$123K	Buy	489 +66	+16%	+$16.1K	﹤0.01%	108
2021 Q4	$124K	Buy	423 +99	+31%	+$27K	﹤0.01%	111
2021 Q3	$86K	Buy	324 +109	+51%	+$31.1K	﹤0.01%	112
2021 Q2	$58K	Buy	+215	New	+$54.8K	﹤0.01%	113

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Homestead Advisers's AMT Position: Q2 2024 in Review

Homestead Advisers sold out of American Tower (AMT) in Q2 2024, closing a stake of 802 shares — an estimated $158K sold.

Homestead Advisers first reported a position in AMT in Q2 2021 and held it in 12 quarters. The position peaked at $173K in Q4 2023. 1,767 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Homestead Advisers reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
Homestead Advisers sold 802 American Tower shares in Q2 2024, an estimated $158K.
Homestead Advisers first reported a position in American Tower in Q2 2021 and held it in 12 quarters.
Homestead Advisers's American Tower position peaked at $173K in Q4 2023.
1,767 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Homestead Advisers's 13F filing for Q2 2024, filed 23 Jul 2024.