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Valeo Financial Advisors’s American Tower AMT Stock Holding History

Valeo Financial 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
2023
Q3 		– Sell
-300
Closed -$58 – 646
2023
Q2 		$58 Buy
+300
New +$58.7K ﹤0.01% 601

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Valeo Financial Advisors's AMT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its American Tower (AMT) stake by 42% in Q2 2026, selling an estimated $268K and leaving 2,072 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #578.

Valeo Financial Advisors first reported a position in AMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.37M in Q2 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Valeo Financial Advisors held 2,072 shares of American Tower worth $339K as of Q2 2026.
  • Valeo Financial Advisors sold 1,488 American Tower shares in Q2 2026, an estimated $268K.
  • American Tower made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #578 holding.
  • Valeo Financial Advisors first reported a position in American Tower in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's American Tower position peaked at $2.37M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.