Fiduciary Alliance’s American Tower AMT Stock Holding History

Fiduciary Alliance’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	$526K	Sell	3,211 -475	-13%	-$81.5K	0.04%	312
2026 Q2	$603K	Sell	3,686 -438	-11%	-$78.8K	0.04%	335
2026 Q1	$730K	Sell	4,124 -73	-2%	-$13.1K	0.04%	310
2025 Q4	$737K	Sell	4,197 -646	-13%	-$118K	0.05%	286
2025 Q3	$931K	Sell	4,843 -79	-2%	-$16.5K	0.06%	248
2025 Q2	$1.09M	Sell	4,922 -359	-7%	-$77.5K	0.08%	212
2025 Q1	$1.15M	Buy	5,281 +331	+7%	+$64.9K	0.11%	152
2024 Q4	$908K	Buy	4,950 +3,233	+188%	+$670K	0.09%	170
2024 Q3	$399K	Buy	1,717 +435	+34%	+$96.5K	0.05%	175
2024 Q2	$246K	Buy	+1,282	New	+$240K	0.04%	184
2023 Q3	–	Sell	-367	Closed	-$71.2K	–	204
2023 Q2	$71.2K	Buy	+367	New	+$71.8K	0.02%	263
2023 Q1	–	Sell	-77	Closed	-$16.3K	–	170
2022 Q4	$16.3K	Buy	+77	New	+$16K	﹤0.01%	337

Other funds holding AMT

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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance's AMT Position: Q3 2026 in Review

Fiduciary Alliance reduced its American Tower (AMT) stake by 13% in Q3 2026, selling an estimated $81.5K and leaving 3,211 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #312.

Fiduciary Alliance first reported a position in AMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2025. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Fiduciary Alliance held 3,211 shares of American Tower worth $526K as of Q3 2026.
Fiduciary Alliance sold 475 American Tower shares in Q3 2026, an estimated $81.5K.
American Tower made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #312 holding.
Fiduciary Alliance first reported a position in American Tower in Q4 2022 and has held it in 12 quarters since.
Fiduciary Alliance's American Tower position peaked at $1.15M in Q1 2025.
368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.