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Valmark Advisers’s American Tower AMT Stock Holding History

Valmark Advisers’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
-1,052
Closed -$233K – 649
2025
Q2 		$233K Sell
1,052
-12
-1% -$2.59K ﹤0.01% 602
2025
Q1 		$232K Buy
+1,064
New +$209K ﹤0.01% 567
2024
Q4 		– Sell
-1,068
Closed -$248K – 593
2024
Q3 		$248K Sell
1,068
-83
-7% -$18.4K ﹤0.01% 535
2024
Q2 		$224K Sell
1,151
-21
-2% -$3.92K ﹤0.01% 530
2024
Q1 		$231K Hold
1,172
– – ﹤0.01% 498
2023
Q4 		$253K Sell
1,172
-341
-23% -$64.4K ﹤0.01% 452
2023
Q3 		$249K Sell
1,513
-3
-0.2% -$548 0.01% 426
2023
Q2 		$294K Sell
1,516
-118
-7% -$23.1K 0.01% 403
2023
Q1 		$334K Buy
1,634
+14
+0.9% +$2.94K 0.01% 373
2022
Q4 		$343K Buy
1,620
+19
+1% +$3.96K 0.01% 350
2022
Q3 		$344K Sell
1,601
-25
-2% -$6.42K 0.01% 331
2022
Q2 		$416K Sell
1,626
-115
-7% -$28.9K 0.01% 313
2022
Q1 		$437K Sell
1,741
-39
-2% -$9.52K 0.01% 321
2021
Q4 		$521K Sell
1,780
-57
-3% -$15.6K 0.01% 275
2021
Q3 		$487K Sell
1,837
-58
-3% -$16.5K 0.01% 278
2021
Q2 		$512K Sell
1,895
-128
-6% -$32.6K 0.01% 283
2021
Q1 		$484K Buy
2,023
+267
+15% +$59.5K 0.01% 276
2020
Q4 		$394K Buy
+1,756
New +$408K 0.01% 272

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valmark Advisers's AMT Position: Q3 2025 in Review

Valmark Advisers sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,052 shares — an estimated $233K sold.

Valmark Advisers first reported a position in AMT in Q4 2020 and held it in 18 quarters. The position peaked at $521K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Valmark Advisers reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 1,052 American Tower shares in Q3 2025, an estimated $233K.
  • Valmark Advisers first reported a position in American Tower in Q4 2020 and held it in 18 quarters.
  • Valmark Advisers's American Tower position peaked at $521K in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.