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Wealthcare Advisory Partners’s American Tower AMT Stock Holding History

Wealthcare Advisory Partners’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 		$232K Sell
1,417
-411
-22% -$74K ﹤0.01% 984
2026
Q1 		$315K Sell
1,828
-930
-34% -$167K 0.01% 862
2025
Q4 		$484K Sell
2,758
-69
-2% -$12.6K 0.01% 703
2025
Q3 		$544K Sell
2,827
-90
-3% -$18.8K 0.01% 653
2025
Q2 		$645K Sell
2,917
-15
-0.5% -$3.24K 0.01% 582
2025
Q1 		$638K Buy
2,932
+143
+5% +$28.1K 0.02% 541
2024
Q4 		$511K Buy
2,789
+18
+0.6% +$3.73K 0.01% 562
2024
Q3 		$644K Sell
2,771
-612
-18% -$136K 0.02% 515
2024
Q2 		$658K Sell
3,383
-68
-2% -$12.7K 0.02% 479
2024
Q1 		$682K Buy
3,451
+210
+6% +$41.8K 0.02% 483
2023
Q4 		$700K Sell
3,241
-12
-0.4% -$2.27K 0.03% 409
2023
Q3 		$535K Buy
3,253
+31
+1% +$5.66K 0.02% 419
2023
Q2 		$625K Buy
3,222
+282
+10% +$55.1K 0.03% 394
2023
Q1 		$601K Buy
2,940
+87
+3% +$18.3K 0.03% 406
2022
Q4 		$604K Buy
2,853
+438
+18% +$91.2K 0.03% 373
2022
Q3 		$519K Buy
+2,415
New +$620K 0.03% 355
2021
Q2 		– Sell
-326
Closed -$78K – 607
2021
Q1 		$78K Buy
+326
New +$72.6K 0.01% 741
2020
Q2 		– Sell
-408
Closed -$89K – 363
2020
Q1 		$89K Buy
408
+166
+69% +$38.6K 0.01% 393
2019
Q4 		$56K Hold
242
– – 0.01% 523
2019
Q3 		$54K Buy
242
+210
+656% +$45.8K 0.01% 511
2019
Q2 		$7K Hold
32
– – ﹤0.01% 975
2019
Q1 		$6K Buy
32
+18
+129% +$3.16K ﹤0.01% 909
2018
Q4 		$2K Hold
14
– – ﹤0.01% 1053
2018
Q3 		$2K Sell
14
-43
-75% -$6.31K ﹤0.01% 1104
2018
Q2 		$8K Buy
57
+14
+33% +$1.95K ﹤0.01% 883
2018
Q1 		$6K Hold
43
– – ﹤0.01% 800
2017
Q4 		$6K Buy
+43
New +$6.14K ﹤0.01% 747

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealthcare Advisory Partners's AMT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its American Tower (AMT) stake by 22% in Q2 2026, selling an estimated $74K and leaving 1,417 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Wealthcare Advisory Partners first reported a position in AMT in Q4 2017 and has held it in 27 quarters since. The position peaked at $700K in Q4 2023. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wealthcare Advisory Partners held 1,417 shares of American Tower worth $232K as of Q2 2026.
  • Wealthcare Advisory Partners sold 411 American Tower shares in Q2 2026, an estimated $74K.
  • American Tower made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #984 holding.
  • Wealthcare Advisory Partners first reported a position in American Tower in Q4 2017 and has held it in 27 quarters since.
  • Wealthcare Advisory Partners's American Tower position peaked at $700K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.