American Tower Reit shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in American Tower Reit
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Quarterly reported holdings in American Tower Reit by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 1.7k | 192.32 |
| 2025-06-30 | $383k | 1.7k | 221.02 |
| 2025-03-31 | $377k | 1.7k | 217.60 |
| 2024-12-31 | $355k | 1.9k | 183.41 |
| 2024-09-30 | $450k | 1.9k | 232.56 |
| 2024-06-30 | $415k | 2.1k | 194.38 |
| 2024-03-31 | $298k | 1.5k | 197.59 |
| 2023-12-31 | $325k | 1.5k | 215.88 |
| 2023-09-30 | $246k | 1.5k | 164.45 |
| 2023-03-31 | $204k | 999 | 204.34 |
| 2021-12-31 | $210k | 717 | 292.89 |