True Wealth Design’s American Tower AMT Stock Holding History

True Wealth Design’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	$305K	Buy	1,865 +787	+73%	+$135K	0.07%	75
2026 Q2	$176K	Buy	1,078 +863	+401%	+$155K	0.04%	136
2026 Q1	$37.1K	Sell	215 -218	-50%	-$39.2K	0.01%	484
2025 Q4	$76K	Buy	433 +410	+1,783%	+$74.6K	0.02%	231
2025 Q3	$4.4K	Sell	23 -9	-28%	-$1.88K	﹤0.01%	1130
2025 Q2	$7.04K	Buy	32 +10	+45%	+$2.16K	﹤0.01%	692
2025 Q1	$4.76K	Buy	22 +9	+69%	+$1.77K	﹤0.01%	700
2024 Q4	$2.36K	Buy	+13	New	+$2.69K	﹤0.01%	695

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

True Wealth Design's AMT Position: Q3 2026 in Review

True Wealth Design increased its American Tower (AMT) stake by 73% in Q3 2026, buying an estimated $135K and bringing the position to 1,865 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #75.

True Wealth Design first reported a position in AMT in Q4 2024 and has held it in 8 quarters since. 335 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

True Wealth Design held 1,865 shares of American Tower worth $305K as of Q3 2026.
True Wealth Design bought 787 American Tower shares in Q3 2026, an estimated $135K.
American Tower made up 0.07% of True Wealth Design's portfolio in Q3 2026, its #75 holding.
True Wealth Design first reported a position in American Tower in Q4 2024 and has held it in 8 quarters since.
335 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.