AAG
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Asset Advisory Group’s American Tower AMT Stock Holding History

Asset Advisory Group’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
Q2 		$341K Buy
2,084
+12
+0.6% +$2.16K 0.15% 97
2026
Q1 		$358K Buy
2,072
+60
+3% +$10.8K 0.18% 84
2025
Q4 		$353K Buy
+2,012
New +$366K 0.18% 91

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Asset Advisory Group's AMT Position: Q2 2026 in Review

Asset Advisory Group increased its American Tower (AMT) stake by 0.58% in Q2 2026, buying an estimated $2.16K and bringing the position to 2,084 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #97.

Asset Advisory Group first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q1 2026. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Asset Advisory Group held 2,084 shares of American Tower worth $341K as of Q2 2026.
  • Asset Advisory Group bought 12 American Tower shares in Q2 2026, an estimated $2.16K.
  • American Tower made up 0.15% of Asset Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Asset Advisory Group first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's American Tower position peaked at $358K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.