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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return