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

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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
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