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Fortitude Advisory Group’s American Tower AMT Stock Holding History

Fortitude 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
Q3 		$667K Buy
4,075
+1,062
+35% +$182K 0.25% 85
2026
Q2 		$493K Buy
3,013
+693
+30% +$125K 0.19% 110
2026
Q1 		$400K Buy
2,320
+369
+19% +$66.4K 0.18% 117
2025
Q4 		$343K Buy
1,951
+86
+5% +$15.6K 0.15% 122
2025
Q3 		$359K Sell
1,865
-21
-1% -$4.38K 0.19% 112
2025
Q2 		$417K Sell
1,886
-21
-1% -$4.53K 0.24% 89
2025
Q1 		$416K Buy
1,907
+54
+3% +$10.6K 0.3% 69
2024
Q4 		$340K Sell
1,853
-407
-18% -$84.3K 0.2% 108
2024
Q3 		$526K Sell
2,260
-1
-0% -$222 0.33% 64
2024
Q2 		$439K Sell
2,261
-858
-28% -$160K 0.26% 74
2024
Q1 		$616K Sell
3,119
-504
-14% -$100K 0.35% 61
2023
Q4 		$782K Buy
3,623
+1,573
+77% +$297K 0.47% 40
2023
Q3 		$337K Buy
2,050
+370
+22% +$67.6K 0.23% 101
2023
Q2 		$326K Sell
1,680
-123
-7% -$24K 0.24% 107
2023
Q1 		$368K Buy
1,803
+154
+9% +$32.3K 0.29% 88
2022
Q4 		$349K Buy
1,649
+374
+29% +$77.8K 0.3% 95
2022
Q3 		$274K Buy
1,275
+42
+3% +$10.8K 0.26% 105
2022
Q2 		$315K Buy
1,233
+156
+14% +$39.1K 0.29% 96
2022
Q1 		$270K Buy
1,077
+14
+1% +$3.42K 0.14% 143
2021
Q4 		$311K Buy
+1,063
New +$290K 0.16% 126

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fortitude Advisory Group's AMT Position: Q3 2026 in Review

Fortitude Advisory Group increased its American Tower (AMT) stake by 35% in Q3 2026, buying an estimated $182K and bringing the position to 4,075 shares worth $667K. The position accounts for 0.25% of the portfolio, ranked #85.

Fortitude Advisory Group first reported a position in AMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $782K in Q4 2023. 617 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Fortitude Advisory Group held 4,075 shares of American Tower worth $667K as of Q3 2026.
  • Fortitude Advisory Group bought 1,062 American Tower shares in Q3 2026, an estimated $182K.
  • American Tower made up 0.25% of Fortitude Advisory Group's portfolio in Q3 2026, its #85 holding.
  • Fortitude Advisory Group first reported a position in American Tower in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's American Tower position peaked at $782K in Q4 2023.
  • 617 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.