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American Tower Reit shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in American Tower Reit

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

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Quarterly reported holdings in American Tower Reit by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1k 36 197.61
2023-12-31 $7.8k 36 215.89
2023-09-30 $5.9k 36 164.47
2023-06-30 $7.0k 36 193.94

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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