WMS Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,236
| Closed | -$594K | – | 13 |
|
|
2024
Q4 | $594K | Buy |
3,236
+195
| +6% | +$40.4K | 0.03% | 163 |
|
|
2024
Q3 | $707K | Buy |
3,041
+986
| +48% | +$219K | 0.04% | 144 |
|
|
2024
Q2 | $399K | Buy |
2,055
+33
| +2% | +$6.17K | 0.03% | 178 |
|
|
2024
Q1 | $400K | Buy |
2,022
+46
| +2% | +$9.16K | 0.03% | 185 |
|
|
2023
Q4 | $427K | Buy |
1,976
+12
| +0.6% | +$2.27K | 0.03% | 174 |
|
|
2023
Q3 | $323K | Sell |
1,964
-36
| -2% | -$6.58K | 0.03% | 196 |
|
|
2023
Q2 | $388K | Sell |
2,000
-213
| -10% | -$41.6K | 0.03% | 186 |
|
|
2023
Q1 | $452K | Sell |
2,213
-96
| -4% | -$20.1K | 0.04% | 163 |
|
|
2022
Q4 | $489K | Sell |
2,309
-272
| -11% | -$56.6K | 0.05% | 155 |
|
|
2022
Q3 | $554K | Buy |
2,581
+19
| +0.7% | +$4.88K | 0.08% | 130 |
|
|
2022
Q2 | $655K | Sell |
2,562
-143
| -5% | -$35.9K | 0.1% | 113 |
|
|
2022
Q1 | $680K | Sell |
2,705
-2,765
| -51% | -$675K | 0.09% | 109 |
|
|
2021
Q4 | $1.6M | Buy |
5,470
+297
| +6% | +$81.1K | 0.34% | 52 |
|
|
2021
Q3 | $1.37M | Sell |
5,173
-269
| -5% | -$76.7K | 0.2% | 65 |
|
|
2021
Q2 | $1.47M | Buy |
5,442
+1
| +0% | +$255 | 0.22% | 57 |
|
|
2021
Q1 | $1.3M | Sell |
5,441
-1,089
| -17% | -$243K | 0.3% | 55 |
|
|
2020
Q4 | $1.47M | Buy |
6,530
+355
| +6% | +$82.5K | 0.25% | 51 |
|
|
2020
Q3 | $1.49M | Hold |
6,175
| – | – | 0.29% | 52 |
|
|
2020
Q2 | $1.6M | Sell |
6,175
-106
| -2% | -$26.2K | 0.33% | 45 |
|
|
2020
Q1 | $1.37M | Hold |
6,281
| – | – | 0.38% | 44 |
|
|
2019
Q4 | $1.44M | Sell |
6,281
-171
| -3% | -$37.2K | 0.32% | 48 |
|
|
2019
Q3 | $1.43M | Buy |
6,452
+398
| +7% | +$86.9K | 0.34% | 48 |
|
|
2019
Q2 | $1.24M | Buy |
6,054
+656
| +12% | +$132K | 0.3% | 50 |
|
|
2019
Q1 | $1.06M | Buy |
5,398
+25
| +0.5% | +$4.38K | 0.27% | 55 |
|
|
2018
Q4 | $850K | Sell |
5,373
-116,405
| -96% | -$18.2M | 0.24% | 62 |
|
|
2018
Q3 | $17.7M | Sell |
121,778
-156
| -0.1% | -$22.9K | 1.99% | 16 |
|
|
2018
Q2 | $17.6M | Buy |
121,934
+945
| +0.8% | +$131K | 2.04% | 15 |
|
|
2018
Q1 | $17.6M | Sell |
120,989
-6,100
| -5% | -$859K | 2.09% | 15 |
|
|
2017
Q4 | $18.1M | Buy |
127,089
+1,530
| +1% | +$218K | 2.04% | 15 |
|
|
2017
Q3 | $17.2M | Buy |
125,559
+400
| +0.3% | +$55.7K | 2.04% | 13 |
|
|
2017
Q2 | $16.6M | Buy |
125,159
+550
| +0.4% | +$70.5K | 2.05% | 13 |
|
|
2017
Q1 | $15.1M | Sell |
124,609
-150
| -0.1% | -$16.5K | 1.9% | 15 |
|
|
2016
Q4 | $13.2M | Sell |
124,759
-26
| -0% | -$2.83K | 1.75% | 19 |
|
|
2016
Q3 | $14.1M | Sell |
124,785
-4,175
| -3% | -$477K | 1.89% | 14 |
|
|
2016
Q2 | $14.7M | Buy |
128,960
+4,950
| +4% | +$527K | 2.03% | 12 |
|
|
2016
Q1 | $12.7M | Hold |
124,010
| – | – | 1.76% | 17 |
|
|
2015
Q4 | $12M | Buy |
124,010
+65
| +0.1% | +$6.33K | 1.73% | 19 |
|
|
2015
Q3 | $10.9M | Sell |
123,945
-10,900
| -8% | -$1.03M | 1.67% | 22 |
|
|
2015
Q2 | $12.6M | Buy |
134,845
+18
| +0% | +$1.7K | 1.46% | 21 |
|
|
2015
Q1 | $12.7M | Buy |
134,827
+15,327
| +13% | +$1.49M | 1.56% | 16 |
|
|
2014
Q4 | $11.8M | Buy |
+119,500
| New | +$11.7M | 1.82% | 19 |
|
Other funds holding AMT
WMS Partners's AMT Position: Q1 2025 in Review
WMS Partners sold out of American Tower (AMT) in Q1 2025, closing a stake of 3,236 shares — an estimated $594K sold.
WMS Partners first reported a position in AMT in Q4 2014 and held it in 41 quarters. The position peaked at $18.1M in Q4 2017. 1,839 funds tracked by Wall St. Rank hold AMT as of Q1 2025.
- WMS Partners reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 3,236 American Tower shares in Q1 2025, an estimated $594K.
- WMS Partners first reported a position in American Tower in Q4 2014 and held it in 41 quarters.
- WMS Partners's American Tower position peaked at $18.1M in Q4 2017.
- 1,839 funds tracked by Wall St. Rank held American Tower as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.