Wealth Architects
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Wealth Architects’s American Tower AMT Stock Holding History

Wealth Architects’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 		$203K Buy
+1,239
New +$213K 0.02% 254
2025
Q3 		– Sell
-965
Closed -$213K – 236
2025
Q2 		$213K Sell
965
-1
-0.1% -$216 0.02% 213
2025
Q1 		$210K Buy
+966
New +$190K 0.02% 219
2024
Q4 		– Sell
-891
Closed -$207K – 216
2024
Q3 		$207K Buy
+891
New +$198K 0.02% 204
2024
Q2 		– Sell
-1,224
Closed -$242K – 211
2024
Q1 		$242K Buy
1,224
+34
+3% +$6.77K 0.03% 178
2023
Q4 		$257K Sell
1,190
-31
-3% -$5.86K 0.04% 167
2023
Q3 		$201K Buy
1,221
+64
+6% +$11.7K 0.03% 177
2023
Q2 		$224K Sell
1,157
-4
-0.3% -$782 0.04% 169
2023
Q1 		$237K Sell
1,161
-3
-0.3% -$629 0.04% 158
2022
Q4 		$247K Sell
1,164
-95
-8% -$19.8K 0.05% 148
2022
Q3 		$270K Hold
1,259
– – 0.06% 134
2022
Q2 		$322K Buy
1,259
+54
+4% +$13.6K 0.06% 132
2022
Q1 		$303K Buy
1,205
+18
+2% +$4.39K 0.05% 153
2021
Q4 		$347K Sell
1,187
-12
-1% -$3.28K 0.06% 143
2021
Q3 		$318K Buy
1,199
+48
+4% +$13.7K 0.06% 134
2021
Q2 		$311K Buy
1,151
+4
+0.3% +$1.02K 0.06% 129
2021
Q1 		$274K Buy
1,147
+2
+0.2% +$445 0.06% 127
2020
Q4 		$257K Sell
1,145
-5
-0.4% -$1.16K 0.06% 128
2020
Q3 		$278K Sell
1,150
-4
-0.3% -$1.01K 0.08% 112
2020
Q2 		$298K Sell
1,154
-2
-0.2% -$495 0.08% 108
2020
Q1 		$252K Sell
1,156
-4
-0.3% -$931 0.09% 105
2019
Q4 		$267K Sell
1,160
-14
-1% -$3.05K 0.07% 107
2019
Q3 		$260K Sell
1,174
-12
-1% -$2.62K 0.08% 106
2019
Q2 		$242K Sell
1,186
-65
-5% -$13.1K 0.07% 113
2019
Q1 		$247K Buy
+1,251
New +$219K 0.08% 110

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Architects's AMT Position: Q3 2026 in Review

Wealth Architects opened a new position in American Tower (AMT) in Q3 2026: 1,239 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: Wealth Architects previously reported a position in AMT as recently as Q2 2025.

Wealth Architects first reported a position in AMT in Q1 2019 and has held it in 25 quarters since. The position peaked at $347K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Wealth Architects held 1,239 shares of American Tower worth $203K as of Q3 2026.
  • American Tower was a new Wealth Architects position in Q3 2026.
  • American Tower made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #254 holding.
  • Wealth Architects first reported a position in American Tower in Q1 2019 and has held it in 25 quarters since.
  • Wealth Architects's American Tower position peaked at $347K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.