Petros Family Wealth’s American Tower AMT Stock Holding History

Petros Family Wealth’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	$454K	Sell	2,778 -12	-0.4%	-$2.16K	0.28%	74
2026 Q1	$482K	Buy	2,790 +421	+18%	+$75.8K	0.34%	64
2025 Q4	$416K	Sell	2,369 -934	-28%	-$170K	0.28%	91
2025 Q3	$635K	Buy	3,303 +275	+9%	+$57.3K	0.53%	52
2025 Q2	$669K	Sell	3,028 -51	-2%	-$11K	0.61%	46
2025 Q1	$670K	Buy	3,079 +28	+0.9%	+$5.49K	0.74%	41
2024 Q4	$560K	Buy	+3,051	New	+$632K	0.6%	46

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Petros Family Wealth's AMT Position: Q2 2026 in Review

Petros Family Wealth reduced its American Tower (AMT) stake by 0.43% in Q2 2026, selling an estimated $2.16K and leaving 2,778 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #74.

Petros Family Wealth first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $670K in Q1 2025. 533 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Petros Family Wealth held 2,778 shares of American Tower worth $454K as of Q2 2026.
Petros Family Wealth sold 12 American Tower shares in Q2 2026, an estimated $2.16K.
American Tower made up 0.28% of Petros Family Wealth's portfolio in Q2 2026, its #74 holding.
Petros Family Wealth first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's American Tower position peaked at $670K in Q1 2025.
533 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.