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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 		$16.9K Sell
100
-9,900
-99% -$1.78M ﹤0.01% 903
2026
Q1 		$17K Buy
10,000
+9,800
+4,900% +$1.76M ﹤0.01% 868
2025
Q4 		$35.1K Buy
+200
New +$36.4K ﹤0.01% 987

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. 533 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.
  • 533 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.