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Kathleen S. Wright Associates’s American Tower AMT Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$473K Sell
2,510
-350
-12% -$72.9K 0.18% 78
2025
Q2 		$645K Hold
2,860
– – 0.25% 68
2025
Q1 		$630K Hold
2,860
– – 0.26% 67
2024
Q4 		$523K Sell
2,860
-275
-9% -$57K 0.22% 72
2024
Q3 		$711K Hold
3,135
– – 0.29% 63
2024
Q2 		$627K Sell
3,135
-150
-5% -$28K 0.29% 64
2024
Q1 		$626K Buy
3,285
+10
+0.3% +$1.99K 0.29% 63
2023
Q4 		$699K Sell
3,275
-410
-11% -$77.5K 0.36% 57
2023
Q3 		$598K Buy
3,685
+1,620
+78% +$296K 0.33% 59
2023
Q2 		$400K Sell
2,065
-1,000
-33% -$196K 0.26% 64
2023
Q1 		$626K Buy
3,065
+525
+21% +$110K 0.41% 54
2022
Q4 		$538K Sell
2,540
-405
-14% -$84.3K 0.36% 60
2022
Q3 		$632K Buy
2,945
+1,270
+76% +$326K 0.51% 47
2022
Q2 		$428K Buy
1,675
+125
+8% +$31.4K 0.36% 59
2022
Q1 		$389K Buy
1,550
+100
+7% +$24.4K 0.28% 65
2021
Q4 		$424K Buy
+1,450
New +$396K 0.31% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kathleen S. Wright Associates's AMT Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its American Tower (AMT) stake by 12% in Q3 2025, selling an estimated $72.9K and leaving 2,510 shares worth $473K. The position accounts for 0.18% of the portfolio, ranked #78.

Kathleen S. Wright Associates first reported a position in AMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $711K in Q3 2024. 1,794 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Kathleen S. Wright Associates held 2,510 shares of American Tower worth $473K as of Q3 2025.
  • Kathleen S. Wright Associates sold 350 American Tower shares in Q3 2025, an estimated $72.9K.
  • American Tower made up 0.18% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #78 holding.
  • Kathleen S. Wright Associates first reported a position in American Tower in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's American Tower position peaked at $711K in Q3 2024.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.