Wealth Enhancement Advisory Services
AMT icon

Wealth Enhancement Advisory Services’s American Tower AMT Stock Holding History

Wealth Enhancement Advisory Services’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 		$29.8M Buy
185,478
+55,479
+43% +$9.5M 0.04% 368
2026
Q2 		$21.7M Sell
129,999
-83,094
-39% -$15M 0.04% 413
2026
Q1 		$36.8M Buy
213,093
+9,125
+4% +$1.64M 0.07% 253
2025
Q4 		$35.9M Sell
203,968
-73,197
-26% -$13.3M 0.05% 325
2025
Q3 		$51.8M Sell
277,165
-13,587
-5% -$2.83M 0.08% 236
2025
Q2 		$64.5M Buy
290,752
+14,219
+5% +$3.07M 0.11% 187
2025
Q1 		$60.2M Buy
276,533
+1,205
+0.4% +$236K 0.12% 175
2024
Q4 		$50.5M Sell
275,328
-7,141
-3% -$1.48M 0.1% 201
2024
Q3 		$65.7M Buy
282,469
+2,470
+0.9% +$548K 0.14% 145
2024
Q2 		$54.4M Buy
279,999
+30,844
+12% +$5.77M 0.13% 159
2024
Q1 		$49.2M Buy
249,155
+25,177
+11% +$5.01M 0.13% 163
2023
Q4 		$48.4M Sell
223,978
-10,017
-4% -$1.89M 0.14% 152
2023
Q3 		$38.5M Buy
+233,995
New +$42.7M 0.13% 165
2020
Q4 		– Sell
-9,703
Closed -$2.39M – 217
2020
Q3 		$2.39M Buy
+9,703
New +$2.46M 0.06% 102
2020
Q2 		– Sell
-16,053
Closed -$3.91M – 213
2020
Q1 		$3.91M Buy
+16,053
New +$3.74M 0.14% 72
2019
Q4 		– Sell
-5,030
Closed -$1.13M – 207
2019
Q3 		$1.13M Sell
5,030
-5,344
-52% -$1.17M 0.05% 142
2019
Q2 		$2.13M Sell
10,374
-203
-2% -$40.8K 0.09% 90
2019
Q1 		$2.05M Buy
+10,577
New +$1.86M 0.12% 80
2018
Q4 		– Sell
-15,203
Closed -$2.31M – 166
2018
Q3 		$2.31M Sell
15,203
-5,121
-25% -$751K 0.14% 53
2018
Q2 		$2.89M Sell
20,324
-2,498
-11% -$347K 0.18% 49
2018
Q1 		$3.16M Buy
+22,822
New +$3.22M 0.21% 46

Other funds holding AMT

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
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its American Tower (AMT) stake by 43% in Q3 2026, buying an estimated $9.5M and bringing the position to 185,478 shares worth $29.8M. The position accounts for 0.04% of the portfolio, ranked #368.

Wealth Enhancement Advisory Services first reported a position in AMT in Q1 2018 and has held it in 21 quarters since. The position peaked at $65.7M in Q3 2024. 888 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 185,478 shares of American Tower worth $29.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 55,479 American Tower shares in Q3 2026, an estimated $9.5M.
  • American Tower made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #368 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Tower in Q1 2018 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's American Tower position peaked at $65.7M in Q3 2024.
  • 888 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.