HIM
AMT icon

Hotaling Investment Management’s American Tower AMT Stock Holding History

Hotaling Investment Management’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
2022
Q4 		$3.1M Buy
14,648
+47
+0.3% +$9.78K 1.4% 22
2022
Q3 		$3.13M Buy
14,601
+381
+3% +$97.9K 1.5% 19
2022
Q2 		$3.63M Buy
14,220
+41
+0.3% +$10.3K 1.58% 14
2022
Q1 		$3.56M Buy
14,179
+241
+2% +$58.8K 1.37% 16
2021
Q4 		$4.08M Buy
13,938
+225
+2% +$61.5K 1.42% 15
2021
Q3 		$3.64M Buy
13,713
+10
+0.1% +$2.85K 1.51% 17
2021
Q2 		$3.7M Sell
13,703
-122
-0.9% -$31.1K 1.51% 19
2021
Q1 		$3.31M Buy
13,825
+168
+1% +$37.4K 1.48% 19
2020
Q4 		$3.07M Buy
13,657
+204
+2% +$47.4K 1.43% 20
2020
Q3 		$3.25M Sell
13,453
-105
-0.8% -$26.6K 1.76% 15
2020
Q2 		$3.5M Sell
13,558
-106
-0.8% -$26.2K 2.02% 12
2020
Q1 		$2.98M Sell
13,664
-600
-4% -$140K 2.21% 11
2019
Q4 		$3.28M Buy
14,264
+197
+1% +$42.9K 1.88% 14
2019
Q3 		$3.11M Buy
14,067
+213
+2% +$46.5K 2% 11
2019
Q2 		$2.83M Sell
13,854
-57
-0.4% -$11.5K 1.82% 16
2019
Q1 		$2.74M Sell
13,911
-269
-2% -$47.2K 1.85% 14
2018
Q4 		$2.24M Buy
+14,180
New +$2.22M 1.82% 12

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Hotaling Investment Management's AMT Position: Q4 2022 in Review

Hotaling Investment Management increased its American Tower (AMT) stake by 0.32% in Q4 2022, buying an estimated $9.78K and bringing the position to 14,648 shares worth $3.1M. The position accounts for 1.4% of the portfolio, ranked #22.

Hotaling Investment Management first reported a position in AMT in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.08M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Hotaling Investment Management held 14,648 shares of American Tower worth $3.1M as of Q4 2022.
  • Hotaling Investment Management bought 47 American Tower shares in Q4 2022, an estimated $9.78K.
  • American Tower made up 1.4% of Hotaling Investment Management's portfolio in Q4 2022, its #22 holding.
  • Hotaling Investment Management first reported a position in American Tower in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's American Tower position peaked at $4.08M in Q4 2021.
  • 1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.