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RFG Advisory’s American Tower AMT Stock Holding History

RFG Advisory’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 		$759K Buy
4,640
+399
+9% +$71.8K 0.01% 672
2026
Q1 		$732K Buy
4,241
+280
+7% +$50.4K 0.01% 629
2025
Q4 		$695K Buy
3,961
+858
+28% +$156K 0.01% 613
2025
Q3 		$597K Sell
3,103
-298
-9% -$62.1K 0.01% 613
2025
Q2 		$752K Sell
3,401
-72
-2% -$15.5K 0.02% 506
2025
Q1 		$756K Sell
3,473
-4,969
-59% -$975K 0.02% 464
2024
Q4 		$1.55M Buy
8,442
+1,002
+13% +$208K 0.04% 294
2024
Q3 		$1.73M Sell
7,440
-2,711
-27% -$601K 0.05% 278
2024
Q2 		$1.97M Sell
10,151
-827
-8% -$155K 0.06% 219
2024
Q1 		$2.17M Sell
10,978
-489
-4% -$97.4K 0.07% 203
2023
Q4 		$2.48M Buy
11,467
+2,874
+33% +$543K 0.1% 165
2023
Q3 		$1.41M Buy
8,593
+2,688
+46% +$491K 0.06% 223
2023
Q2 		$1.15M Buy
5,905
+105
+2% +$20.5K 0.05% 262
2023
Q1 		$1.19M Sell
5,800
-721
-11% -$151K 0.06% 243
2022
Q4 		$1.45M Buy
6,521
+103
+2% +$21.4K 0.07% 207
2022
Q3 		$1.3M Buy
6,418
+1,711
+36% +$440K 0.07% 210
2022
Q2 		$1.28M Buy
4,707
+2,216
+89% +$556K 0.07% 198
2022
Q1 		$626K Sell
2,491
-47
-2% -$11.5K 0.04% 275
2021
Q4 		$742K Buy
2,538
+148
+6% +$40.4K 0.05% 238
2021
Q3 		$634K Sell
2,390
-47
-2% -$13.4K 0.05% 238
2021
Q2 		$658K Sell
2,437
-71
-3% -$18.1K 0.06% 225
2021
Q1 		$600K Buy
2,508
+127
+5% +$28.3K 0.07% 224
2020
Q4 		$529K Buy
2,381
+84
+4% +$19.5K 0.07% 231
2020
Q3 		$555K Buy
2,297
+261
+13% +$66.2K 0.08% 212
2020
Q2 		$526K Buy
2,036
+172
+9% +$42.6K 0.08% 201
2020
Q1 		$406K Buy
1,864
+601
+48% +$140K 0.08% 209
2019
Q4 		$290K Buy
+1,263
New +$275K 0.05% 290

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

RFG Advisory's AMT Position: Q2 2026 in Review

RFG Advisory increased its American Tower (AMT) stake by 9.4% in Q2 2026, buying an estimated $71.8K and bringing the position to 4,640 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #672.

RFG Advisory first reported a position in AMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.48M in Q4 2023. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • RFG Advisory held 4,640 shares of American Tower worth $759K as of Q2 2026.
  • RFG Advisory bought 399 American Tower shares in Q2 2026, an estimated $71.8K.
  • American Tower made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #672 holding.
  • RFG Advisory first reported a position in American Tower in Q4 2019 and has held it in 27 quarters since.
  • RFG Advisory's American Tower position peaked at $2.48M in Q4 2023.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.