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Waldron Private Wealth’s American Tower AMT Stock Holding History

Waldron Private Wealth’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
Q2 		$794K Sell
4,854
-300
-6% -$54K 0.03% 173
2026
Q1 		$889K Buy
5,154
+246
+5% +$44.3K 0.03% 156
2025
Q4 		$862K Sell
4,908
-481
-9% -$87.5K 0.03% 155
2025
Q3 		$1.05M Buy
5,389
+379
+8% +$79K 0.04% 140
2025
Q2 		$1.12M Sell
5,010
-48
-0.9% -$10.4K 0.05% 126
2025
Q1 		$1.1M Buy
+5,058
New +$992K 0.05% 120
2019
Q1 		– Sell
-2,874
Closed -$454K – 257
2018
Q4 		$454K Buy
2,874
+464
+19% +$72.5K 0.07% 135
2018
Q3 		$350K Buy
2,410
+70
+3% +$10.3K 0.07% 131
2018
Q2 		$337K Sell
2,340
-106
-4% -$14.7K 0.07% 123
2018
Q1 		$355K Hold
2,446
– – 0.08% 107
2017
Q4 		$348K Buy
2,446
+95
+4% +$13.6K 0.08% 109
2017
Q3 		$321K Buy
+2,351
New +$327K 0.09% 106
2017
Q2 		– Sell
-2,547
Closed -$307K – 143
2017
Q1 		$307K Buy
+2,547
New +$280K 0.08% 160

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Waldron Private Wealth's AMT Position: Q2 2026 in Review

Waldron Private Wealth reduced its American Tower (AMT) stake by 5.8% in Q2 2026, selling an estimated $54K and leaving 4,854 shares worth $794K. The position accounts for 0.03% of the portfolio, ranked #173.

Waldron Private Wealth first reported a position in AMT in Q1 2017 and has held it in 13 quarters since. The position peaked at $1.12M in Q2 2025. 325 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Waldron Private Wealth held 4,854 shares of American Tower worth $794K as of Q2 2026.
  • Waldron Private Wealth sold 300 American Tower shares in Q2 2026, an estimated $54K.
  • American Tower made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #173 holding.
  • Waldron Private Wealth first reported a position in American Tower in Q1 2017 and has held it in 13 quarters since.
  • Waldron Private Wealth's American Tower position peaked at $1.12M in Q2 2025.
  • 325 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.