RegentAtlantic Capital’s American Tower AMT Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$969K	Buy	4,511 +2	+0%	+$514	0.03%	314
2022 Q2	$1.15M	Sell	4,509 -151	-3%	-$37.9K	0.04%	291
2022 Q1	$1.17M	Buy	4,660 +352	+8%	+$85.9K	0.03%	293
2021 Q4	$1.26M	Sell	4,308 -261	-6%	-$71.3K	0.04%	289
2021 Q3	$1.21M	Sell	4,569 -294	-6%	-$83.8K	0.04%	274
2021 Q2	$1.31M	Buy	4,863 +1,920	+65%	+$489K	0.04%	258
2021 Q1	$704K	Buy	2,943 +129	+5%	+$28.7K	0.02%	327
2020 Q4	$632K	Buy	2,814 +736	+35%	+$171K	0.03%	308
2020 Q3	$502K	Buy	2,078 +27	+1%	+$6.84K	0.02%	321
2020 Q2	$530K	Buy	+2,051	New	+$507K	0.03%	297
2019 Q2	–	Sell	-1,120	Closed	-$221K	–	436
2019 Q1	$221K	Buy	+1,120	New	+$196K	0.02%	406
2015 Q1	–	Sell	-569	Closed	-$56.2K	–	386
2014 Q4	$56.2K	Buy	+569	New	+$55.9K	﹤0.01%	566

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

RegentAtlantic Capital's AMT Position: Q3 2022 in Review

RegentAtlantic Capital increased its American Tower (AMT) stake by 0.04% in Q3 2022, buying an estimated $514 and bringing the position to 4,511 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #314.

RegentAtlantic Capital first reported a position in AMT in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.31M in Q2 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

RegentAtlantic Capital held 4,511 shares of American Tower worth $969K as of Q3 2022.
RegentAtlantic Capital bought 2 American Tower shares in Q3 2022, an estimated $514.
American Tower made up 0.03% of RegentAtlantic Capital's portfolio in Q3 2022, its #314 holding.
RegentAtlantic Capital first reported a position in American Tower in Q4 2014 and has held it in 12 quarters since.
RegentAtlantic Capital's American Tower position peaked at $1.31M in Q2 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.