Investment Planning Advisors’s American Tower AMT Stock Holding History

Investment Planning 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	$230K	Buy	+1,405	New	+$253K	0.05%	113

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Investment Planning Advisors's AMT Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in American Tower (AMT) in Q2 2026: 1,405 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

428 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Investment Planning Advisors held 1,405 shares of American Tower worth $230K as of Q2 2026.
American Tower was a new Investment Planning Advisors position in Q2 2026.
American Tower made up 0.05% of Investment Planning Advisors's portfolio in Q2 2026, its #113 holding.
428 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.