Koa Wealth Management
AMT icon

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
Q3 		$2.82M Sell
17,218
-2,588
-13% -$444K 1.83% 18
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Koa Wealth Management's AMT Position: Q3 2026 in Review

Koa Wealth Management reduced its American Tower (AMT) stake by 13% in Q3 2026, selling an estimated $444K and leaving 17,218 shares worth $2.82M. The position accounts for 1.83% of the portfolio, ranked #18.

Koa Wealth Management first reported a position in AMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.91M in Q1 2025. 652 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Koa Wealth Management held 17,218 shares of American Tower worth $2.82M as of Q3 2026.
  • Koa Wealth Management sold 2,588 American Tower shares in Q3 2026, an estimated $444K.
  • American Tower made up 1.83% of Koa Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Koa Wealth Management first reported a position in American Tower in Q4 2023 and has held it in 12 quarters since.
  • Koa Wealth Management's American Tower position peaked at $3.91M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.