Portside Wealth Group’s American Tower AMT Stock Holding History

Portside Wealth Group’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	$1.64M	Sell	9,995 -177	-2%	-$30.4K	0.18%	123
2026 Q2	$1.66M	Sell	10,172 -505	-5%	-$90.9K	0.19%	121
2026 Q1	$1.84M	Buy	10,677 +1,320	+14%	+$238K	0.25%	98
2025 Q4	$1.64M	Buy	9,357 +3,026	+48%	+$551K	0.22%	106
2025 Q3	$1.22M	Buy	6,331 +690	+12%	+$144K	0.17%	138
2025 Q2	$1.25M	Buy	5,641 +223	+4%	+$48.1K	0.18%	122
2025 Q1	$1.18M	Buy	5,418 +87	+2%	+$17.1K	0.19%	117
2024 Q4	$978K	Sell	5,331 -364	-6%	-$75.4K	0.16%	140
2024 Q3	$1.32M	Buy	5,695 +81	+1%	+$18K	0.23%	102
2024 Q2	$1.09M	Buy	5,614 +1,768	+46%	+$330K	0.21%	113
2024 Q1	$760K	Buy	+3,846	New	+$766K	0.14%	160

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portside Wealth Group's AMT Position: Q3 2026 in Review

Portside Wealth Group reduced its American Tower (AMT) stake by 1.7% in Q3 2026, selling an estimated $30.4K and leaving 9,995 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #123.

Portside Wealth Group first reported a position in AMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2026. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Portside Wealth Group held 9,995 shares of American Tower worth $1.64M as of Q3 2026.
Portside Wealth Group sold 177 American Tower shares in Q3 2026, an estimated $30.4K.
American Tower made up 0.18% of Portside Wealth Group's portfolio in Q3 2026, its #123 holding.
Portside Wealth Group first reported a position in American Tower in Q1 2024 and has held it in 11 quarters since.
Portside Wealth Group's American Tower position peaked at $1.84M in Q1 2026.
368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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