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American Tower Reit shares owned by SageView Advisory Group

Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in American Tower Reit

Tip: Access up to 7 years of quarterly data

All positions including American Tower Reit held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Tower Reit by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 12k 195.56
2023-09-30 $1.5M 9.0k 164.45
2023-06-30 $931k 4.8k 193.93
2023-03-31 $328k 1.6k 204.36
2022-12-31 $429k 2.0k 211.82

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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