LI
AMT icon

LRI Investments’s American Tower AMT Stock Holding History

LRI Investments’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 		$156K Buy
951
+65
+7% +$11.7K 0.01% 375
2026
Q1 		$153K Buy
886
+484
+120% +$87.1K 0.01% 335
2025
Q4 		$70.6K Sell
402
-100
-20% -$18.2K 0.01% 488
2025
Q3 		$96.5K Hold
502
– – 0.01% 424
2025
Q2 		$111K Sell
502
-26
-5% -$5.61K 0.01% 414
2025
Q1 		$115K Sell
528
-174
-25% -$34.1K 0.01% 389
2024
Q4 		$129K Buy
702
+200
+40% +$41.4K 0.01% 371
2024
Q3 		$97.8K Hold
502
– – 0.01% 407
2024
Q2 		$97.6K Hold
502
– – 0.01% 384
2024
Q1 		$99.2K Buy
+502
New +$100K 0.03% 205

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM