Rothwell Investment Advisors, LLC’s American Tower AMT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$48.3K	Buy	+295	New	+$50.6K	0.03%	434

Other funds holding AMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AMT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in American Tower (AMT) in Q3 2026: 295 shares worth $48.3K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings.

948 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Rothwell Investment Advisors, LLC held 295 shares of American Tower worth $48.3K as of Q3 2026.
American Tower was a new Rothwell Investment Advisors, LLC position in Q3 2026.
American Tower made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #434 holding.
948 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.