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American Tower Reit shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in American Tower Reit

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

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Quarterly reported holdings in American Tower Reit by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 1.0k 215.88
2021-12-31 $212k 726 292.01
2020-09-30 $241k 998 241.48

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

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