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Nicola Wealth Management’s American Tower AMT Stock Holding History

Nicola 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
2025
Q3 		– Sell
-4,881
Closed -$1.08M – 67
2025
Q2 		$1.08M Sell
4,881
-2,400
-33% -$518K 0.1% 94
2025
Q1 		$1.58M Sell
7,281
-200
-3% -$39.2K 0.15% 87
2024
Q4 		$1.97M Sell
7,481
-800
-10% -$166K 0.19% 85
2024
Q3 		$2.6M Buy
8,281
+1,400
+20% +$310K 0.21% 77
2024
Q2 		$1.83M Buy
6,881
+2,385
+53% +$446K 0.16% 89
2024
Q1 		$1.2M Sell
4,496
-500
-10% -$99.6K 0.12% 102
2023
Q4 		$1.43M Sell
4,996
-3,900
-44% -$737K 0.15% 98
2023
Q3 		$1.98M Buy
8,896
+700
+9% +$128K 0.21% 90
2023
Q2 		$1.59M Buy
8,196
+96
+1% +$18.8K 0.16% 92
2023
Q1 		$1.66M Buy
8,100
+1,225
+18% +$257K 0.16% 96
2022
Q4 		$1.45M Buy
6,875
+675
+11% +$140K 0.15% 109
2022
Q3 		$1.33M Sell
6,200
-3,593
-37% -$923K 0.15% 103
2022
Q2 		$2.5M Buy
9,793
+2,583
+36% +$648K 0.24% 91
2022
Q1 		$1.81M Hold
7,210
– – 0.16% 101
2021
Q4 		$2.12M Hold
7,210
– – 0.2% 98
2021
Q3 		$1.91M Hold
7,210
– – 0.2% 95
2021
Q2 		$1.95M Hold
7,210
– – 0.2% 97
2021
Q1 		$1.72M Sell
7,210
-300
-4% -$66.8K 0.19% 99
2020
Q4 		$1.69M Sell
7,510
-797
-10% -$185K 0.21% 97
2020
Q3 		$2.01M Sell
8,307
-806
-9% -$204K 0.29% 84
2020
Q2 		$2.36M Hold
9,113
– – 0.33% 82
2020
Q1 		$2.79M Hold
9,113
– – 0.42% 78
2019
Q4 		$2.72M Sell
9,113
-11,794
-56% -$2.57M 0.41% 81
2019
Q3 		$2.8M Buy
20,907
+11,794
+129% +$2.57M 0.44% 75
2019
Q2 		$2.44M Hold
9,113
– – 0.4% 75
2019
Q1 		$2.4M Hold
9,113
– – 0.36% 86
2018
Q4 		$1.97M Buy
+9,113
New +$1.42M 0.32% 92

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nicola Wealth Management's AMT Position: Q3 2025 in Review

Nicola Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 4,881 shares — an estimated $1.08M sold.

Nicola Wealth Management first reported a position in AMT in Q4 2018 and held it in 27 quarters. The position peaked at $2.8M in Q3 2019. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Nicola Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 4,881 American Tower shares in Q3 2025, an estimated $1.08M.
  • Nicola Wealth Management first reported a position in American Tower in Q4 2018 and held it in 27 quarters.
  • Nicola Wealth Management's American Tower position peaked at $2.8M in Q3 2019.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.