BRWA
AMT icon

B. Riley Wealth Advisors’s American Tower AMT Stock Holding History

B. Riley Wealth Advisors’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 		$578K Sell
3,428
-38
-1% -$6.84K 0.03% 432
2026
Q1 		$590K Sell
3,466
-412
-11% -$74.1K 0.04% 404
2025
Q4 		$681K Sell
3,878
-132
-3% -$24K 0.03% 434
2025
Q3 		$771K Sell
4,010
-1,036
-21% -$216K 0.04% 401
2025
Q2 		$1.12M Buy
+5,046
New +$1.09M 0.05% 333
2024
Q4 		$3.96M Sell
21,410
-6,277
-23% -$1.3M 0.13% 170
2024
Q3 		$6.39M Sell
27,687
-1,127
-4% -$250K 0.18% 132
2024
Q2 		$5.65M Sell
28,814
-13,012
-31% -$2.43M 0.14% 150
2024
Q1 		$6.88M Buy
41,826
+1,110
+3% +$221K 0.19% 122
2023
Q4 		$8.86M Sell
40,716
-1,110
-3% -$210K 0.24% 87
2023
Q3 		$6.88M Sell
41,826
-1,489
-3% -$272K 0.19% 122
2023
Q2 		$8.46M Buy
43,315
+64
+0.1% +$12.5K 0.19% 108
2023
Q1 		$8.84M Sell
43,251
-11,397
-21% -$2.39M 0.24% 92
2022
Q4 		$11.7M Sell
54,648
-3,363
-6% -$700K 0.33% 68
2022
Q3 		$12.5M Buy
58,011
+31,925
+122% +$8.2M 0.38% 55
2022
Q2 		$6.67M Sell
26,086
-1,262
-5% -$317K 0.28% 80
2022
Q1 		$6.87M Sell
27,348
-3,708
-12% -$905K 0.22% 96
2021
Q4 		$9.08M Buy
31,056
+876
+3% +$239K 0.26% 80
2021
Q3 		$8.02M Buy
30,180
+625
+2% +$178K 0.26% 78
2021
Q2 		$7.92M Buy
29,555
+4,301
+17% +$1.1M 0.26% 80
2021
Q1 		$6.01M Buy
25,254
+7,980
+46% +$1.78M 0.21% 110
2020
Q4 		$3.88M Sell
17,274
-50,972
-75% -$11.8M 0.21% 111
2020
Q3 		$16.9M Buy
68,246
+35,346
+107% +$8.96M 0.9% 15
2020
Q2 		$8.51M Buy
32,900
+23,141
+237% +$5.72M 0.57% 35
2020
Q1 		$2.13M Buy
9,759
+4,935
+102% +$1.15M 0.18% 133
2019
Q4 		$1.11M Buy
4,824
+56
+1% +$12.2K 0.09% 226
2019
Q3 		$1.06M Buy
4,768
+288
+6% +$62.9K 0.1% 217
2019
Q2 		$917K Buy
4,480
+488
+12% +$98.1K 0.1% 217
2019
Q1 		$786K Buy
3,992
+201
+5% +$35.3K 0.1% 226
2018
Q4 		$600K Buy
3,791
+382
+11% +$59.7K 0.09% 253
2018
Q3 		$496K Buy
3,409
+273
+9% +$40K 0.06% 353
2018
Q2 		$453K Sell
3,136
-1,643
-34% -$228K 0.06% 347
2018
Q1 		$695K Buy
4,779
+506
+12% +$71.3K 0.1% 224
2017
Q4 		$610K Buy
4,273
+1,350
+46% +$193K 0.08% 264
2017
Q3 		$401K Sell
2,923
-56
-2% -$7.8K 0.07% 310
2017
Q2 		$396K Buy
+2,979
New +$382K 0.07% 304
2015
Q1 		– Sell
-433
Closed -$43 – 637
2014
Q4 		$43 Buy
+433
New +$42.5K ﹤0.01% 2165
2014
Q3 		– Sell
-1,330
Closed -$120K – 714
2014
Q2 		$120K Buy
+1,330
New +$115K 0.03% 649
2014
Q1 		– Sell
-1,711
Closed -$137K – 756
2013
Q4 		$137K Sell
1,711
-667
-28% -$51.8K 0.04% 465
2013
Q3 		$176K Buy
+2,378
New +$172K 0.06% 378

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

B. Riley Wealth Advisors's AMT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its American Tower (AMT) stake by 1.1% in Q2 2026, selling an estimated $6.84K and leaving 3,428 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #432.

B. Riley Wealth Advisors first reported a position in AMT in Q3 2013 and has held it in 40 quarters since. The position peaked at $16.9M in Q3 2020. 540 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • B. Riley Wealth Advisors held 3,428 shares of American Tower worth $578K as of Q2 2026.
  • B. Riley Wealth Advisors sold 38 American Tower shares in Q2 2026, an estimated $6.84K.
  • American Tower made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • B. Riley Wealth Advisors first reported a position in American Tower in Q3 2013 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's American Tower position peaked at $16.9M in Q3 2020.
  • 540 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.