Number of Shares
42,650.00
Current Holdings Value*
$9.28 Mil
% of Portfolio
9.32%
Total Estimate Gain
$-1.05 Mil
% of Total Estimate Gain
-5.02%

Cromwell CenterSquare Real Estate Fund's American Tower Corp Holding Summary

As of 2025-03-31, Cromwell CenterSquare Real Estate Fund held 42,650.00 shares of American Tower Corp(AMT), totaling $9.28 Mil. This investment constitutes 9.32% of their stock portfolio, and Cromwell CenterSquare Real Estate Fund now holds 0.01% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2022Q1. And since then Cromwell CenterSquare Real Estate Fund has made 6 purchases of AMT, at an average price of $232.37, for a total of 90,222.00 shares. In addition, there have been 6 sales at an average price of $220.47 for 47,572.00 shares. Based on historical transaction data and AMT's current price of $220.96, Cromwell CenterSquare Real Estate Fund's estimated gain on his AMT holdings is $-1.05 Mil, reflecting a -5.02% gain to date.

Cromwell CenterSquare Real Estate Fund AMT ($220.96) Holding Chart

Cromwell CenterSquare Real Estate Fund AMT ($220.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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