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YHB Investment Advisors’s American Tower AMT Stock Holding History

YHB Investment Advisors’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
Q4 		– Sell
-1,195
Closed -$230K – 297
2025
Q3 		$230K Sell
1,195
-346
-22% -$72.1K 0.02% 282
2025
Q2 		$341K Sell
1,541
-157
-9% -$33.9K 0.03% 235
2025
Q1 		$369K Sell
1,698
-190
-10% -$37.3K 0.03% 223
2024
Q4 		$346K Sell
1,888
-72
-4% -$14.9K 0.03% 219
2024
Q3 		$456K Sell
1,960
-174
-8% -$38.6K 0.04% 208
2024
Q2 		$415K Sell
2,134
-242
-10% -$45.2K 0.04% 215
2024
Q1 		$469K Sell
2,376
-328
-12% -$65.3K 0.04% 197
2023
Q4 		$584K Sell
2,704
-4,342
-62% -$821K 0.06% 175
2023
Q3 		$1.16M Sell
7,046
-100
-1% -$18.3K 0.11% 140
2023
Q2 		$1.39M Sell
7,146
-737
-9% -$144K 0.13% 134
2023
Q1 		$1.61M Buy
7,883
+1,231
+19% +$258K 0.16% 119
2022
Q4 		$1.4M Buy
6,652
+1,471
+28% +$306K 0.15% 124
2022
Q3 		$1.11M Buy
5,181
+4,236
+448% +$1.09M 0.12% 134
2022
Q2 		$242K Hold
945
– – 0.03% 247
2022
Q1 		$237K Buy
945
+42
+5% +$10.2K 0.02% 270
2021
Q4 		$264K Buy
903
+2
+0.2% +$546 0.02% 277
2021
Q3 		$239K Buy
901
+51
+6% +$14.5K 0.02% 283
2021
Q2 		$230K Hold
850
– – 0.02% 279
2021
Q1 		$211K Buy
+850
New +$189K 0.02% 285
2020
Q3 		– Sell
-1,055
Closed -$273K – 264
2020
Q2 		$273K Hold
1,055
– – 0.04% 157
2020
Q1 		$230K Sell
1,055
-4
-0.4% -$931 0.04% 155
2019
Q4 		$243K Sell
1,059
-123
-10% -$26.8K 0.03% 171
2019
Q3 		$261K Hold
1,182
– – 0.04% 167
2019
Q2 		$242K Hold
1,182
– – 0.04% 171
2019
Q1 		$233K Buy
+1,182
New +$207K 0.04% 176

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YHB Investment Advisors's AMT Position: Q4 2025 in Review

YHB Investment Advisors sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,195 shares — an estimated $230K sold.

YHB Investment Advisors first reported a position in AMT in Q1 2019 and held it in 25 quarters. The position peaked at $1.61M in Q1 2023. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • YHB Investment Advisors reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 1,195 American Tower shares in Q4 2025, an estimated $230K.
  • YHB Investment Advisors first reported a position in American Tower in Q1 2019 and held it in 25 quarters.
  • YHB Investment Advisors's American Tower position peaked at $1.61M in Q1 2023.
  • 1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.