Vest Financial’s American Tower AMT Stock Holding History

Vest 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	$11.5M	Sell	70,467 -803	-1%	-$138K	0.12%	156
2026 Q2	$11.7M	Buy	71,270 +1,147	+2%	+$206K	0.12%	152
2026 Q1	$12.1M	Buy	70,123 +7,304	+12%	+$1.31M	0.15%	145
2025 Q4	$11M	Buy	62,819 +8,123	+15%	+$1.48M	0.14%	141
2025 Q3	$10.5M	Buy	54,696 +10,523	+24%	+$2.19M	0.14%	141
2025 Q2	$9.8M	Buy	44,173 +12,454	+39%	+$2.69M	0.14%	138
2025 Q1	$6.9M	Buy	31,719 +13,437	+73%	+$2.64M	0.11%	141
2024 Q4	$3.35M	Buy	18,282 +4,116	+29%	+$853K	0.06%	124
2024 Q3	$3.29M	Buy	14,166 +9,463	+201%	+$2.1M	0.06%	123
2024 Q2	$914K	Sell	4,703 -177	-4%	-$33.1K	0.02%	204
2024 Q1	$964K	Buy	+4,880	New	+$972K	0.03%	132

Other funds holding AMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vest Financial's AMT Position: Q3 2026 in Review

Vest Financial reduced its American Tower (AMT) stake by 1.1% in Q3 2026, selling an estimated $138K and leaving 70,467 shares worth $11.5M. The position accounts for 0.12% of the portfolio, ranked #156.

Vest Financial first reported a position in AMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $12.1M in Q1 2026. 948 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Vest Financial held 70,467 shares of American Tower worth $11.5M as of Q3 2026.
Vest Financial sold 803 American Tower shares in Q3 2026, an estimated $138K.
American Tower made up 0.12% of Vest Financial's portfolio in Q3 2026, its #156 holding.
Vest Financial first reported a position in American Tower in Q1 2024 and has held it in 11 quarters since.
Vest Financial's American Tower position peaked at $12.1M in Q1 2026.
948 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.