Richards, Merrill & Peterson
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Richards, Merrill & Peterson’s American Tower AMT Stock Holding History

Richards, Merrill & Peterson’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 		$23.7K Hold
145
– – 0.01% 263
2026
Q2 		$23.7K Hold
145
– – 0.01% 262
2026
Q1 		$25K Hold
145
– – 0.01% 252
2025
Q4 		$25.5K Buy
+145
New +$26.4K 0.01% 240
2025
Q2 		– Sell
-140
Closed -$30.5K – 213
2025
Q1 		$30.5K Sell
140
-25
-15% -$4.9K 0.02% 302
2024
Q4 		$30.3K Buy
+165
New +$34.2K 0.02% 292

Other funds holding AMT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

Richards, Merrill & Peterson's AMT Position: Q3 2026 in Review

Richards, Merrill & Peterson held its American Tower (AMT) position steady in Q3 2026 at 145 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #263.

Richards, Merrill & Peterson first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.5K in Q1 2025. 701 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Richards, Merrill & Peterson held 145 shares of American Tower worth $23.7K as of Q3 2026.
  • Richards, Merrill & Peterson left its American Tower share count unchanged in Q3 2026.
  • American Tower made up 0.01% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #263 holding.
  • Richards, Merrill & Peterson first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
  • Richards, Merrill & Peterson's American Tower position peaked at $30.5K in Q1 2025.
  • 701 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.