WE
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Wealth Effects’s American Tower AMT Stock Holding History

Wealth Effects’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 		$270K Sell
1,652
-65
-4% -$11.7K 0.07% 201
2026
Q1 		$296K Sell
1,717
-20
-1% -$3.6K 0.11% 160
2025
Q4 		$305K Sell
1,737
-262
-13% -$47.7K 0.1% 152
2025
Q3 		$384K Sell
1,999
-299
-13% -$62.3K 0.12% 130
2025
Q2 		$508K Sell
2,298
-10
-0.4% -$2.16K 0.19% 99
2025
Q1 		$502K Sell
2,308
-1,996
-46% -$392K 0.21% 94
2024
Q4 		$789K Sell
4,304
-300
-7% -$62.2K 0.28% 71
2024
Q3 		$1.07M Sell
4,604
-284
-6% -$63K 0.38% 56
2024
Q2 		$950K Sell
4,888
-99
-2% -$18.5K 0.34% 61
2024
Q1 		$985K Sell
4,987
-200
-4% -$39.8K 0.36% 58
2023
Q4 		$1.12M Buy
5,187
+86
+2% +$16.3K 0.42% 56
2023
Q3 		$839K Sell
5,101
-115
-2% -$21K 0.41% 55
2023
Q2 		$1.01M Sell
5,216
-385
-7% -$75.3K 0.45% 50
2023
Q1 		$1.14M Buy
5,601
+186
+3% +$39K 0.59% 41
2022
Q4 		$1.15M Sell
5,415
-563
-9% -$117K 0.65% 34
2022
Q3 		$1.28M Sell
5,978
-214
-3% -$55K 0.78% 27
2022
Q2 		$1.58M Sell
6,192
-75
-1% -$18.8K 0.95% 23
2022
Q1 		$1.57M Buy
6,267
+104
+2% +$25.4K 0.73% 33
2021
Q4 		$1.8M Buy
+6,163
New +$1.68M 0.75% 26

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wealth Effects's AMT Position: Q2 2026 in Review

Wealth Effects reduced its American Tower (AMT) stake by 3.8% in Q2 2026, selling an estimated $11.7K and leaving 1,652 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #201.

Wealth Effects first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wealth Effects held 1,652 shares of American Tower worth $270K as of Q2 2026.
  • Wealth Effects sold 65 American Tower shares in Q2 2026, an estimated $11.7K.
  • American Tower made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #201 holding.
  • Wealth Effects first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's American Tower position peaked at $1.8M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.