Values Added Financial
AMT icon

Values Added Financial’s American Tower AMT Stock Holding History

Values Added Financial’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 		$296K Sell
1,807
-91
-5% -$15.6K 0.1% 109
2026
Q2 		$310K Buy
1,898
+30
+2% +$5.4K 0.11% 106
2026
Q1 		$322K Buy
1,868
+14
+0.8% +$2.52K 0.14% 98
2025
Q4 		$326K Sell
1,854
-15
-0.8% -$2.73K 0.14% 96
2025
Q3 		$359K Buy
1,869
+37
+2% +$7.71K 0.16% 88
2025
Q2 		$405K Buy
1,832
+35
+2% +$7.56K 0.2% 80
2025
Q1 		$391K Sell
1,797
-81
-4% -$15.9K 0.22% 81
2024
Q4 		$344K Buy
1,878
+549
+41% +$114K 0.2% 83
2024
Q3 		$309K Buy
+1,329
New +$295K 0.19% 81
2024
Q1 		– Sell
-953
Closed -$206K – 85
2023
Q4 		$206K Buy
+953
New +$180K 0.17% 82

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Values Added Financial's AMT Position: Q3 2026 in Review

Values Added Financial reduced its American Tower (AMT) stake by 4.8% in Q3 2026, selling an estimated $15.6K and leaving 1,807 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #109.

Values Added Financial first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $405K in Q2 2025. 620 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Values Added Financial held 1,807 shares of American Tower worth $296K as of Q3 2026.
  • Values Added Financial sold 91 American Tower shares in Q3 2026, an estimated $15.6K.
  • American Tower made up 0.1% of Values Added Financial's portfolio in Q3 2026, its #109 holding.
  • Values Added Financial first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
  • Values Added Financial's American Tower position peaked at $405K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.