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Realta Investment Advisors’s American Tower AMT Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-1,856
Closed -$361K – 370
2024
Q2 		$361K Sell
1,856
-156
-8% -$29.2K 0.07% 282
2024
Q1 		$398K Sell
2,012
-442
-18% -$88K 0.08% 268
2023
Q4 		$530K Sell
2,454
-381
-13% -$72K 0.12% 214
2023
Q3 		$550K Sell
2,835
-380
-12% -$69.4K 0.13% 188
2023
Q2 		$623K Buy
3,215
+277
+9% +$54.2K 0.14% 174
2023
Q1 		$600K Sell
2,938
-310
-10% -$65K 0.15% 178
2022
Q4 		$688K Sell
3,248
-203
-6% -$42.3K 0.17% 142
2022
Q3 		$741K Sell
3,451
-175
-5% -$45K 0.19% 134
2022
Q2 		$937K Buy
3,626
+60
+2% +$15.1K 0.23% 104
2022
Q1 		$896K Sell
3,566
-386
-10% -$94.2K 0.18% 123
2021
Q4 		$1.16M Buy
3,952
+223
+6% +$60.9K 0.25% 94
2021
Q3 		$990K Buy
3,729
+58
+2% +$16.5K 0.23% 105
2021
Q2 		$992K Buy
3,671
+435
+13% +$111K 0.24% 109
2021
Q1 		$774K Buy
3,236
+164
+5% +$36.5K 0.2% 132
2020
Q4 		$690K Buy
3,072
+539
+21% +$125K 0.2% 118
2020
Q3 		$612K Sell
2,533
-891
-26% -$226K 0.21% 118
2020
Q2 		$885K Buy
3,424
+32
+0.9% +$7.92K 0.29% 82
2020
Q1 		$739K Buy
3,392
+1,762
+108% +$410K 0.32% 78
2019
Q4 		$348K Sell
1,630
-163
-9% -$35.5K 0.1% 244
2019
Q3 		$396K Buy
1,793
+116
+7% +$25.3K 0.11% 211
2019
Q2 		$341K Buy
1,677
+836
+99% +$168K 0.09% 232
2019
Q1 		$165K Buy
+841
New +$147K 0.08% 311

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Realta Investment Advisors's AMT Position: Q3 2024 in Review

Realta Investment Advisors sold out of American Tower (AMT) in Q3 2024, closing a stake of 1,856 shares — an estimated $361K sold.

Realta Investment Advisors first reported a position in AMT in Q1 2019 and held it in 22 quarters. The position peaked at $1.16M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Realta Investment Advisors reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,856 American Tower shares in Q3 2024, an estimated $361K.
  • Realta Investment Advisors first reported a position in American Tower in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's American Tower position peaked at $1.16M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.