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Smallwood Wealth Investment Management’s American Tower AMT Stock Holding History

Smallwood Wealth Investment Management’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
Q3 		– Sell
-4
Closed -$884 – 534
2025
Q2 		$884 Buy
+4
New +$864 ﹤0.01% 470

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smallwood Wealth Investment Management's AMT Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 4 shares — an estimated $884 sold.

Smallwood Wealth Investment Management first reported a position in AMT in Q2 2025 and held it in 1 quarter. The position peaked at $884 in Q2 2025. 1,794 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 4 American Tower shares in Q3 2025, an estimated $884.
  • Smallwood Wealth Investment Management first reported a position in American Tower in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's American Tower position peaked at $884 in Q2 2025.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.