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Wealthspire Advisors (New York)’s American Tower AMT Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$533K Sell
3,091
-1,238
-29% -$223K ﹤0.01% 554
2025
Q4 		$760K Buy
4,329
+2,143
+98% +$390K 0.01% 491
2025
Q3 		$420K Sell
2,186
-775
-26% -$161K ﹤0.01% 576
2025
Q2 		$654K Sell
2,961
-85
-3% -$18.4K ﹤0.01% 475
2025
Q1 		$663K Buy
3,046
+175
+6% +$34.3K ﹤0.01% 458
2024
Q4 		$527K Sell
2,871
-154
-5% -$31.9K 0.01% 502
2024
Q3 		$703K Buy
3,025
+1,647
+120% +$365K 0.01% 434
2024
Q2 		$268K Sell
1,378
-92
-6% -$17.2K ﹤0.01% 563
2024
Q1 		$291K Sell
1,470
-225
-13% -$44.8K ﹤0.01% 526
2023
Q4 		$366K Buy
1,695
+320
+23% +$60.5K 0.01% 474
2023
Q3 		$226K Sell
1,375
-489
-26% -$89.3K ﹤0.01% 542
2023
Q2 		$362K Sell
1,864
-48
-3% -$9.38K 0.01% 426
2023
Q1 		$391K Sell
1,912
-1,401
-42% -$294K 0.01% 390
2022
Q4 		$702K Buy
3,313
+1,446
+77% +$301K 0.01% 322
2022
Q3 		$401K Sell
1,867
-157
-8% -$40.3K 0.01% 370
2022
Q2 		$517K Buy
2,024
+938
+86% +$235K 0.01% 310
2022
Q1 		$273K Sell
1,086
-2,605
-71% -$636K 0.01% 369
2021
Q4 		$1.08M Sell
3,691
-420
-10% -$115K 0.02% 219
2021
Q3 		$1.09M Buy
4,111
+3,016
+275% +$860K 0.02% 234
2021
Q2 		$296K Sell
1,095
-9,593
-90% -$2.44M 0.01% 295
2021
Q1 		$2.56M Buy
10,688
+5,451
+104% +$1.21M 0.06% 147
2020
Q4 		$1.18M Buy
5,237
+2,068
+65% +$481K 0.04% 189
2020
Q3 		$766K Buy
3,169
+111
+4% +$28.1K 0.05% 145
2020
Q2 		$791K Sell
3,058
-8,634
-74% -$2.14M 0.06% 119
2020
Q1 		$2.55M Buy
11,692
+10,093
+631% +$2.35M 0.11% 107
2019
Q4 		$367K Buy
1,599
+296
+23% +$64.5K 0.03% 126
2019
Q3 		$288K Buy
+1,303
New +$284K 0.02% 121
2019
Q1 		– Sell
-406
Closed -$64K – 87
2018
Q4 		$64K Buy
+406
New +$63.5K 0.01% 158

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s AMT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its American Tower (AMT) stake by 29% in Q1 2026, selling an estimated $223K and leaving 3,091 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Wealthspire Advisors (New York) first reported a position in AMT in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.56M in Q1 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,091 shares of American Tower worth $533K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,238 American Tower shares in Q1 2026, an estimated $223K.
  • American Tower made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #554 holding.
  • Wealthspire Advisors (New York) first reported a position in American Tower in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s American Tower position peaked at $2.56M in Q1 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.