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Nvest Wealth Strategies’s American Tower AMT Stock Holding History

Nvest Wealth Strategies’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 		$7.03K Hold
43
– – ﹤0.01% 135
2026
Q1 		$7.42K Buy
43
+1
+2% +$180 0.01% 135
2025
Q4 		$7.37K Buy
+42
New +$7.64K 0.01% 135

Other funds holding AMT

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's AMT Position: Q2 2026 in Review

Nvest Wealth Strategies held its American Tower (AMT) position steady in Q2 2026 at 43 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Nvest Wealth Strategies first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.42K in Q1 2026. 1,008 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Nvest Wealth Strategies held 43 shares of American Tower worth $7.03K as of Q2 2026.
  • Nvest Wealth Strategies left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #135 holding.
  • Nvest Wealth Strategies first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's American Tower position peaked at $7.42K in Q1 2026.
  • 1,008 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.