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Unique Wealth Strategies’s American Tower AMT Stock Holding History

Unique Wealth Strategies’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
-2,591
Closed -$573K – 214
2025
Q2 		$573K Buy
+2,591
New +$559K 0.24% 127
2024
Q3 		– Sell
-32
Closed -$6.32K – 228
2024
Q2 		$6.32K Buy
+32
New +$5.98K ﹤0.01% 369

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

Unique Wealth Strategies's AMT Position: Q3 2025 in Review

Unique Wealth Strategies sold out of American Tower (AMT) in Q3 2025, closing a stake of 2,591 shares — an estimated $573K sold.

Unique Wealth Strategies first reported a position in AMT in Q2 2024 and held it in 2 quarters. The position peaked at $573K in Q2 2025. 1,794 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Unique Wealth Strategies reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,591 American Tower shares in Q3 2025, an estimated $573K.
  • Unique Wealth Strategies first reported a position in American Tower in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's American Tower position peaked at $573K in Q2 2025.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.