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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding American Tower Reit

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

View all funds holding American Tower Reit