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Koa Wealth Management’s American Tower AMT Stock Holding History

Koa Wealth 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
2026
Q2 		$3.24M Sell
19,806
-500
-2% -$90K 2.2% 13
2026
Q1 		$3.5M Sell
20,306
-894
-4% -$161K 2.53% 10
2025
Q4 		$3.72M Buy
21,200
+2,047
+11% +$372K 2.56% 10
2025
Q3 		$3.68M Buy
19,153
+4,209
+28% +$877K 2.73% 8
2025
Q2 		$3.3M Sell
14,944
-3,003
-17% -$648K 2.62% 11
2025
Q1 		$3.91M Buy
17,947
+2,657
+17% +$521K 3.15% 7
2024
Q4 		$2.8M Buy
15,290
+14
+0.1% +$2.9K 2.29% 11
2024
Q3 		$3.55M Sell
15,276
-1,525
-9% -$338K 2.74% 9
2024
Q2 		$3.27M Buy
16,801
+3,327
+25% +$622K 2.76% 10
2024
Q1 		$2.66M Buy
13,474
+1,681
+14% +$335K 2.4% 14
2023
Q4 		$2.55M Buy
+11,793
New +$2.23M 2.51% 11

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Koa Wealth Management's AMT Position: Q2 2026 in Review

Koa Wealth Management reduced its American Tower (AMT) stake by 2.5% in Q2 2026, selling an estimated $90K and leaving 19,806 shares worth $3.24M. The position accounts for 2.2% of the portfolio, ranked #13.

Koa Wealth Management first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.91M in Q1 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Koa Wealth Management held 19,806 shares of American Tower worth $3.24M as of Q2 2026.
  • Koa Wealth Management sold 500 American Tower shares in Q2 2026, an estimated $90K.
  • American Tower made up 2.2% of Koa Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Koa Wealth Management first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Koa Wealth Management's American Tower position peaked at $3.91M in Q1 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.