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 Q2	$25K	Buy	153 +96	+168%	+$17.3K	﹤0.01%	603
2026 Q1	$9.84K	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 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's AMT Position: Q2 2026 in Review

Physician Wealth Advisors increased its American Tower (AMT) stake by 168% in Q2 2026, buying an estimated $17.3K and bringing the position to 153 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Physician Wealth Advisors first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.9K in Q3 2025. 312 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Physician Wealth Advisors held 153 shares of American Tower worth $25K as of Q2 2026.
Physician Wealth Advisors bought 96 American Tower shares in Q2 2026, an estimated $17.3K.
American Tower made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #603 holding.
Physician Wealth Advisors first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's American Tower position peaked at $32.9K in Q3 2025.
312 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.