Physician Wealth Advisors
AMT icon

Physician Wealth Advisors’s American Tower AMT Stock Holding History

Physician 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 		$25K Hold
153
– – ﹤0.01% 635
2026
Q2 		$25K Buy
153
+96
+168% +$17.3K ﹤0.01% 603
2026
Q1 		$9.8K Sell
57
-67
-54% -$12.1K ﹤0.01% 802
2025
Q4 		$21.8K Sell
124
-47
-27% -$8.55K ﹤0.01% 569
2025
Q3 		$32.9K Buy
171
+79
+86% +$16.5K ﹤0.01% 458
2025
Q2 		$20.3K Buy
92
+14
+18% +$3.02K ﹤0.01% 512
2025
Q1 		$17K Buy
78
+9
+13% +$1.77K ﹤0.01% 516
2024
Q4 		$12.7K Buy
+69
New +$14.3K ﹤0.01% 595

Other funds holding AMT

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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Physician Wealth Advisors held its American Tower (AMT) position steady in Q3 2026 at 153 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Physician Wealth Advisors first reported a position in AMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.9K in Q3 2025. 660 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Physician Wealth Advisors held 153 shares of American Tower worth $25K as of Q3 2026.
  • Physician Wealth Advisors left its American Tower share count unchanged in Q3 2026.
  • American Tower made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #635 holding.
  • Physician Wealth Advisors first reported a position in American Tower in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's American Tower position peaked at $32.9K in Q3 2025.
  • 660 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.