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Pathstone Family Office’s American Tower AMT Stock Holding History

Pathstone Family Office’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
2023
Q3 		$5.77M Buy
35,044
+17,730
+102% +$3.24M 0.04% 247
2023
Q2 		$3.42M Buy
17,314
+1,232
+8% +$241K 0.05% 219
2023
Q1 		$3.31M Sell
16,082
-29,338
-65% -$6.16M 0.05% 203
2022
Q4 		$9.23M Buy
45,420
+1,536
+4% +$320K 0.08% 183
2022
Q3 		$9.45M Buy
43,884
+24,109
+122% +$6.19M 0.09% 138
2022
Q2 		$5.08M Buy
19,775
+4,658
+31% +$1.17M 0.11% 104
2022
Q1 		$3.81M Sell
15,117
-247
-2% -$60.3K 0.09% 112
2021
Q4 		$4.51M Buy
15,364
+345
+2% +$94.3K 0.11% 94
2021
Q3 		$4M Buy
15,019
+1,420
+10% +$405K 0.12% 91
2021
Q2 		$3.69M Buy
13,599
+5,046
+59% +$1.29M 0.11% 94
2021
Q1 		$2.04M Buy
8,553
+8,210
+2,394% +$1.83M 0.07% 123
2020
Q4 		$77K Buy
343
+143
+72% +$33.2K ﹤0.01% 437
2020
Q3 		$48K Sell
200
-400
-67% -$101K 0.01% 375
2020
Q2 		$155K Hold
600
– – 0.02% 183
2020
Q1 		$131K Buy
600
+329
+121% +$76.6K 0.02% 199
2019
Q4 		$623K Buy
271
+71
+36% +$15.5K 0.01% 257
2019
Q3 		$44K Hold
200
– – 0.01% 289
2019
Q2 		$41K Hold
200
– – ﹤0.01% 352
2019
Q1 		$39K Hold
200
– – 0.01% 336
2018
Q4 		$32K Hold
200
– – 0.01% 221
2018
Q3 		$29K Sell
200
-59
-23% -$8.65K 0.01% 128
2018
Q2 		$38K Hold
259
– – 0.03% 87
2018
Q1 		$38K Buy
259
+59
+30% +$8.31K 0.02% 118
2017
Q4 		$29K Hold
200
– – 0.02% 78
2017
Q3 		$27K Hold
200
– – 0.02% 91
2017
Q2 		$26K Sell
200
-3
-1% -$384 0.01% 259
2017
Q1 		$24K Buy
+203
New +$22.3K 0.01% 228
2016
Q4 		– Sell
-200
Closed -$23K – 103
2016
Q3 		$23K Hold
200
– – 0.02% 85
2016
Q2 		$23K Buy
+200
New +$21.3K 0.02% 84
2013
Q4 		– Sell
-125
Closed -$9K – 210
2013
Q3 		$9K Hold
125
– – 0.04% 183
2013
Q2 		$9K Buy
+125
New +$9.95K 0.01% 246

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pathstone Family Office's AMT Position: Q3 2023 in Review

Pathstone Family Office increased its American Tower (AMT) stake by 102% in Q3 2023, buying an estimated $3.24M and bringing the position to 35,044 shares worth $5.77M. The position accounts for 0.04% of the portfolio, ranked #247.

Pathstone Family Office first reported a position in AMT in Q2 2013 and has held it in 31 quarters since. The position peaked at $9.45M in Q3 2022. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Pathstone Family Office held 35,044 shares of American Tower worth $5.77M as of Q3 2023.
  • Pathstone Family Office bought 17,730 American Tower shares in Q3 2023, an estimated $3.24M.
  • American Tower made up 0.04% of Pathstone Family Office's portfolio in Q3 2023, its #247 holding.
  • Pathstone Family Office first reported a position in American Tower in Q2 2013 and has held it in 31 quarters since.
  • Pathstone Family Office's American Tower position peaked at $9.45M in Q3 2022.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.