Outlook Wealth Advisors
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Outlook Wealth Advisors’s American Tower AMT Stock Holding History

Outlook Wealth Advisors’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 		$601K Sell
3,674
-234
-6% -$40.2K 0.13% 167
2026
Q2 		$639K Buy
3,908
+70
+2% +$12.6K 0.14% 153
2026
Q1 		$662K Buy
+3,838
New +$691K 0.16% 141
2023
Q2 		– Sell
-1,593
Closed -$325K – 198
2023
Q1 		$325K Sell
1,593
-3,242
-67% -$680K 0.14% 143
2022
Q4 		$1.02M Buy
4,835
+29
+0.6% +$6.04K 0.49% 48
2022
Q3 		$1.03M Sell
4,806
-1
-0% -$257 0.46% 50
2022
Q2 		$1.23M Buy
4,807
+2,558
+114% +$642K 0.5% 51
2022
Q1 		$564K Buy
2,249
+858
+62% +$209K 0.19% 124
2021
Q4 		$407K Buy
1,391
+22
+2% +$6.01K 0.12% 152
2021
Q3 		$363K Buy
1,369
+39
+3% +$11.1K 0.12% 165
2021
Q2 		$359K Buy
1,330
+240
+22% +$61.2K 0.11% 170
2021
Q1 		$261K Buy
1,090
+168
+18% +$37.4K 0.09% 175
2020
Q4 		$207K Sell
922
-19
-2% -$4.42K 0.08% 178
2020
Q3 		$228K Sell
941
-80
-8% -$20.3K 0.09% 156
2020
Q2 		$264K Buy
1,021
+35
+4% +$8.66K 0.11% 147
2020
Q1 		$215K Buy
+986
New +$229K 0.12% 141
2019
Q4 		– Sell
-1,708
Closed -$378K – 141
2019
Q3 		$378K Sell
1,708
-1
-0.1% -$218 0.23% 108
2019
Q2 		$349K Buy
1,709
+123
+8% +$24.7K 0.23% 112
2019
Q1 		$313K Sell
1,586
-1,854
-54% -$325K 0.26% 105
2018
Q4 		$544K Buy
+3,440
New +$538K 0.25% 100

Other funds holding AMT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 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

Outlook Wealth Advisors's AMT Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its American Tower (AMT) stake by 6% in Q3 2026, selling an estimated $40.2K and leaving 3,674 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #167.

Outlook Wealth Advisors first reported a position in AMT in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.23M in Q2 2022. 761 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Outlook Wealth Advisors held 3,674 shares of American Tower worth $601K as of Q3 2026.
  • Outlook Wealth Advisors sold 234 American Tower shares in Q3 2026, an estimated $40.2K.
  • American Tower made up 0.13% of Outlook Wealth Advisors's portfolio in Q3 2026, its #167 holding.
  • Outlook Wealth Advisors first reported a position in American Tower in Q4 2018 and has held it in 20 quarters since.
  • Outlook Wealth Advisors's American Tower position peaked at $1.23M in Q2 2022.
  • 761 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.