Beacon Harbor Wealth Advisors »

American Tower Reit shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in American Tower Reit

Tip: Access up to 7 years of quarterly data

All positions including American Tower Reit held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Tower Reit by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 16k 215.85
2023-09-30 $4.5M 28k 164.47
2023-06-30 $5.2M 27k 193.95
2023-03-31 $5.5M 27k 204.33

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard Wellington Us Multifactor (VFMF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Portfolio Short (SPSB)
Elf Beauty (ELF)
International Business Machines (IBM)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Citigroup Com New (C)
Arista Networks (ANET)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding American Tower Reit

Vanguard Group
Wellington Management Company
Principal Financial Group
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
Akre Capital Management
Dimensional Fund Advisors
T. Rowe Price Associates
Legal & General Group
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of America Corporation
Jennison Associates
Wells Fargo & Company
Alliancebernstein

View all funds holding American Tower Reit