Number of Shares
288.00
Current Holdings Value*
$66,980.00
% of Portfolio
4.71%
Total Estimate Gain
$-1.39 Mil
% of Total Estimate Gain
-16.50%

Heitman US Real Estate Securities Fund's American Tower Corp Holding Summary

As of 2024-09-30, Series Portfolios Trust held 288.00 shares of American Tower Corp(AMT), totaling $66,980.00. This investment constitutes 4.71% of their stock portfolio, and Series Portfolios Trust now holds 0% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2021Q3. And since then Heitman US Real Estate Securities Fund has made 4 purchases of AMT, at an average price of $245.22, for a total of 34,415.00 shares. In addition, there have been 4 sales at an average price of $204.62 for 34,127.00 shares. Based on historical transaction data and AMT's current price of $220.22, Heitman US Real Estate Securities Fund's estimated gain on his AMT holdings is $-1.39 Mil, reflecting a -16.50% gain to date.

Heitman US Real Estate Securities Fund AMT ($220.22) Holding Chart

Heitman US Real Estate Securities Fund AMT ($220.22) 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 %

Top Ranked Articles

  • 1