Wealth Architects, LLC American Tower Corp Transaction History

Wealth Architects, LLC

$793 Million
Q2 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$186.68 - $218.81 $6,347 - $7,439	34 Added 2.86%	1,224 $241,000
Q4 2023 Feb 14, 2024	SELL	$157.68 - $217.16 $4,888 - $6,731	-31 Reduced 2.54%	1,190 $256,000
Q3 2023 Nov 09, 2023	BUY	$159.69 - $198.36 $10,220 - $12,695	64 Added 5.53%	1,221 $200,000
Q2 2023 Aug 02, 2023	SELL	$182.0 - $211.26 $728 - $845	-4 Reduced 0.34%	1,157 $224,000
Q1 2023 Apr 21, 2023	SELL	$191.2 - $232.77 $573 - $698	-3 Reduced 0.26%	1,161 $237,000
Q4 2022 Feb 09, 2023	SELL	$185.4 - $223.6 $17,613 - $21,242	-95 Reduced 7.55%	1,164 $246,000
Q2 2022 Jul 29, 2022	BUY	$224.72 - $268.62 $12,134 - $14,505	54 Added 4.48%	1,259 $322,000
Q1 2022 May 17, 2022	BUY	$226.87 - $286.38 $4,083 - $5,154	18 Added 1.52%	1,205 $303,000
Q4 2021 Jan 19, 2022	SELL	$257.53 - $292.5 $3,090 - $3,510	-12 Reduced 1.0%	1,187 $347,000
Q3 2021 Nov 09, 2021	BUY	$265.41 - $303.62 $12,739 - $14,573	48 Added 4.17%	1,199 $318,000
Q2 2021 Aug 09, 2021	BUY	$240.06 - $272.79 $960 - $1,091	4 Added 0.35%	1,151 $311,000
Q1 2021 Apr 29, 2021	BUY	$198.66 - $241.83 $397 - $483	2 Added 0.17%	1,147 $274,000
Q4 2020 Jan 28, 2021	SELL	$216.72 - $246.38 $1,083 - $1,231	-5 Reduced 0.43%	1,145 $257,000
Q3 2020 Nov 09, 2020	SELL	$235.71 - $271.29 $942 - $1,085	-4 Reduced 0.35%	1,150 $278,000
Q2 2020 Aug 14, 2020	SELL	$206.97 - $267.39 $413 - $534	-2 Reduced 0.17%	1,154 $298,000
Q1 2020 Apr 23, 2020	SELL	$179.09 - $256.9 $716 - $1,027	-4 Reduced 0.34%	1,156 $252,000
Q4 2019 Jan 28, 2020	SELL	$205.69 - $229.82 $2,879 - $3,217	-14 Reduced 1.19%	1,160 $267,000
Q3 2019 Oct 23, 2019	SELL	$202.3 - $241.07 $2,427 - $2,892	-12 Reduced 1.01%	1,174 $260,000
Q2 2019 Jul 12, 2019	SELL	$189.85 - $217.52 $12,340 - $14,138	-65 Reduced 5.2%	1,186 $242,000
Q1 2019 May 01, 2019	BUY	$156.74 - $197.06 $196,081 - $246,522	1,251 New	1,251 $247,000

Others Institutions Holding AMT

# of Institutions

1,935

Shares Held

427M

Call Options Held

2.01M

Put Options Held

1.64M

Vanguard Group Inc Valley Forge, PA

62.5M
Shares

$14.3 Billion
0.24% of portfolio
Black Rock Inc. New York, NY

38.1M
Shares

$8.74 Billion
0.17% of portfolio
State Street Corp Boston, MA

20.5M
Shares

$4.71 Billion
0.18% of portfolio
Cohen & Steers, Inc. New York, NY

17.7M
Shares

$4.07 Billion
7.23% of portfolio
Wellington Management Group LLP Boston, MA

11.8M
Shares

$2.71 Billion
0.42% of portfolio

View Full List

About AMERICAN TOWER CORP

Ticker AMT
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 465,587,008
Market Cap $107B
Description
American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites. For more information about American Tower, please visit the ?Earnings Materials? and ?Investor Presentations? sections of our...

More about AMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Account