AFPL
AMT icon

Advus Financial Partners, LLC’s American Tower AMT Stock Holding History

Advus Financial Partners, LLC’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
2025
Q3 		– Sell
-959
Closed -$212K – 257
2025
Q2 		$212K Buy
+959
New +$207K 0.05% 243

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advus Financial Partners, LLC's AMT Position: Q3 2025 in Review

Advus Financial Partners, LLC sold out of American Tower (AMT) in Q3 2025, closing a stake of 959 shares — an estimated $212K sold.

Advus Financial Partners, LLC first reported a position in AMT in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Advus Financial Partners, LLC reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 959 American Tower shares in Q3 2025, an estimated $212K.
  • Advus Financial Partners, LLC first reported a position in American Tower in Q2 2025 and held it in 1 quarter.
  • Advus Financial Partners, LLC's American Tower position peaked at $212K in Q2 2025.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2025, filed 25 Aug 2026.