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Regal Investment Advisors’s American Tower AMT Stock Holding History

Regal Investment 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 		– Sell
-1,287
Closed -$222K – 650
2026
Q1 		$222K Buy
+1,287
New +$232K 0.01% 607
2025
Q2 		– Sell
-5,364
Closed -$1.17M – 482
2025
Q1 		$1.17M Buy
5,364
+434
+9% +$85.1K 0.09% 200
2024
Q4 		$904K Buy
4,930
+914
+23% +$189K 0.07% 241
2024
Q3 		$934K Sell
4,016
-48
-1% -$10.6K 0.07% 252
2024
Q2 		$790K Buy
4,064
+142
+4% +$26.5K 0.05% 288
2024
Q1 		$775K Buy
3,922
+275
+8% +$54.8K 0.05% 285
2023
Q4 		$787K Buy
3,647
+1,400
+62% +$265K 0.06% 256
2023
Q3 		$369K Buy
2,247
+200
+10% +$36.5K 0.03% 348
2023
Q2 		$397K Buy
2,047
+37
+2% +$7.23K 0.03% 334
2023
Q1 		$411K Buy
2,010
+20
+1% +$4.2K 0.04% 321
2022
Q4 		$422K Buy
1,990
+142
+8% +$29.6K 0.04% 308
2022
Q3 		$397K Sell
1,848
-31
-2% -$7.96K 0.04% 306
2022
Q2 		$480K Buy
1,879
+76
+4% +$19.1K 0.05% 283
2022
Q1 		$453K Buy
1,803
+153
+9% +$37.3K 0.04% 327
2021
Q4 		$483K Buy
1,650
+424
+35% +$116K 0.04% 338
2021
Q3 		$325K Buy
1,226
+117
+11% +$33.4K 0.03% 401
2021
Q2 		$300K Buy
+1,109
New +$283K 0.03% 422
2015
Q4 		– Sell
-30
Closed -$2K – 289
2015
Q3 		$2K Buy
+30
New +$2.83K ﹤0.01% 923

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Regal Investment Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,287 shares — an estimated $222K sold.

Regal Investment Advisors first reported a position in AMT in Q3 2015 and held it in 18 quarters. The position peaked at $1.17M in Q1 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Regal Investment Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 1,287 American Tower shares in Q2 2026, an estimated $222K.
  • Regal Investment Advisors first reported a position in American Tower in Q3 2015 and held it in 18 quarters.
  • Regal Investment Advisors's American Tower position peaked at $1.17M in Q1 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.