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American Tower Reit shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in American Tower Reit

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All positions including American Tower Reit held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Tower Reit by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $220k 1.0k 215.88
2018-03-31 $53k 368 144.02
2017-12-31 $40k 283 141.34

More positions owned by Holistic Financial Partners

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)

View all positions for Holistic Financial Partners

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