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Regent Peak Wealth Advisors’s American Tower AMT Stock Holding History

Regent Peak 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
2025
Q1 		$208K Buy
+958
New +$188K 0.05% 160
2024
Q4 		– Sell
-976
Closed -$227K – 182
2024
Q3 		$227K Buy
+976
New +$216K 0.05% 153
2024
Q1 		– Sell
-1,056
Closed -$228K – 171
2023
Q4 		$228K Buy
+1,056
New +$200K 0.06% 140
2023
Q3 		– Sell
-1,300
Closed -$252K – 155
2023
Q2 		$252K Sell
1,300
-187
-13% -$36.6K 0.07% 123
2023
Q1 		$304K Sell
1,487
-182
-11% -$38.2K 0.09% 105
2022
Q4 		$355K Buy
1,669
+118
+8% +$24.6K 0.12% 103
2022
Q3 		$332K Buy
1,551
+3
+0.2% +$771 0.12% 104
2022
Q2 		$395K Buy
1,548
+103
+7% +$25.8K 0.13% 97
2022
Q1 		$363K Sell
1,445
-11
-0.8% -$2.68K 0.1% 111
2021
Q4 		$426K Buy
1,456
+9
+0.6% +$2.46K 0.12% 102
2021
Q3 		$384K Buy
1,447
+32
+2% +$9.12K 0.11% 107
2021
Q2 		$400K Buy
1,415
+106
+8% +$27K 0.11% 107
2021
Q1 		$312K Sell
1,309
-178
-12% -$39.6K 0.1% 115
2020
Q4 		$334K Buy
1,487
+236
+19% +$54.9K 0.11% 102
2020
Q3 		$302K Buy
1,251
+86
+7% +$21.8K 0.13% 96
2020
Q2 		$301K Buy
1,165
+119
+11% +$29.4K 0.14% 89
2020
Q1 		$227K Buy
1,046
+59
+6% +$13.7K 0.13% 99
2019
Q4 		$226K Buy
+987
New +$215K 0.1% 118

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Regent Peak Wealth Advisors's AMT Position: Q1 2025 in Review

Regent Peak Wealth Advisors opened a new position in American Tower (AMT) in Q1 2025: 958 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in AMT as recently as Q3 2024.

Regent Peak Wealth Advisors first reported a position in AMT in Q4 2019 and has held it in 18 quarters since. The position peaked at $426K in Q4 2021. 1,844 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Regent Peak Wealth Advisors held 958 shares of American Tower worth $208K as of Q1 2025.
  • American Tower was a new Regent Peak Wealth Advisors position in Q1 2025.
  • American Tower made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #160 holding.
  • Regent Peak Wealth Advisors first reported a position in American Tower in Q4 2019 and has held it in 18 quarters since.
  • Regent Peak Wealth Advisors's American Tower position peaked at $426K in Q4 2021.
  • 1,844 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.