Kathleen S. Wright Associates Inc. AMT — AMERICAN TOWER CORP NEW

Ownership history in Kathleen S. Wright Associates Inc.  ·  16 quarters on record

AI Ownership Summary

Kathleen S. Wright Associates Inc. reported AMERICAN TOWER CORP NEW (AMT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.36% in 2023 Q4. The latest visible filing shows AMT at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kathleen S. Wright Associates Inc.'s position in AMERICAN TOWER CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMT was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMT stock page Kathleen S. Wright Associates Inc. fund profile Kathleen S. Wright Associates Inc. full holdings
How Kathleen S. Wright Associates Inc. held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12.2% -7.7% ✅ 2,510 -350 -12.2% 0.18% $473K 2025-11-14 (Est.) $180.02
2025 Q2 UNCHANGED — — — 2,860 — 0% 0.25% $645K 2025-07-31 $202.55
2025 Q1 UNCHANGED — — — 2,860 — 0% 0.26% $630K 2025-05-06 $215.84
2024 Q4 REDUCED 8.8% +18.6% ❌ 2,860 -275 -8.8% 0.22% $523K 2025-01-27 $183.69
2024 Q3 UNCHANGED — — — 3,135 — 0% 0.29% $711K 2024-10-11 $207.89
2024 Q2 REDUCED — — — 3,135 -150 -4.6% 0.29% $627K 2024-07-18 $198.28
2024 Q1 ADDED — — — 3,285 +10 +0.3% 0.29% $626K 2024-04-17 $160.58
2023 Q4 REDUCED 11.1% -10.6% ✅ 3,275 -410 -11.1% 0.36% $699K 2024-02-01 $183.55
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMT

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 7.13% Ausbil Investment Management Ltd 3Y 3.73% BERNZOTT CAPITAL ADVISORS 3Y 7Y 3.49% Koa Wealth Management, LLC 2.53% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2.25% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 2.19% Strong Retirement Solutions LLC 2.01% Sitrin Capital Management LLC 3Y 7Y 1.98% Sarasin & Partners LLP 3Y 7Y 1.82% Edge Wealth Management LLC 3Y 7Y 1.74%

FAQ About Kathleen S. Wright Associates Inc. and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kathleen S. Wright Associates Inc. reported owning AMT?

Kathleen S. Wright Associates Inc. reported AMT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMT position in Kathleen S. Wright Associates Inc.'s portfolio?

The largest reported portfolio weight for AMT was 0.36% in 2023 Q4.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q3, when Kathleen S. Wright Associates Inc. reported 2,510 shares, equal to 0.18% of portfolio, with an estimated market value of $473K.

What does the chart on this AMT ownership page compare?

The chart compares Kathleen S. Wright Associates Inc.'s quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kathleen S. Wright Associates Inc. time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, Kathleen S. Wright Associates Inc. correctly timed 7 out of 12 reported position changes (58%).

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