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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
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

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 $3.37T AUM 44.26% 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

Wealth Architects's AMT Position: Q3 2025 in Review

Wealth Architects sold out of American Tower (AMT) in Q3 2025, closing a stake of 965 shares — an estimated $213K sold.

Wealth Architects first reported a position in AMT in Q1 2019 and held it in 24 quarters. The position peaked at $347K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Wealth Architects reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Wealth Architects sold 965 American Tower shares in Q3 2025, an estimated $213K.
  • Wealth Architects first reported a position in American Tower in Q1 2019 and held it in 24 quarters.
  • Wealth Architects's American Tower position peaked at $347K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Wealth Architects's 13F filing for Q3 2025, filed 13 Nov 2025.