Rise Advisors’s American Tower AMT Stock Holding History

Rise 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
2025 Q4	–	Sell	-559	Closed	-$108K	–	174
2025 Q3	$108K	Buy	559 +11	+2%	+$2.29K	0.04%	153
2025 Q2	$121K	Buy	548 +9	+2%	+$1.94K	0.05%	132
2025 Q1	$117K	Buy	539 +280	+108%	+$54.9K	0.05%	132
2024 Q4	$47.5K	Buy	259 +5	+2%	+$1.04K	0.02%	238
2024 Q3	$59.1K	Buy	254 +2	+0.8%	+$443	0.03%	212
2024 Q2	$49K	Buy	252 +2	+0.8%	+$374	0.03%	236
2024 Q1	$49.4K	Buy	+250	New	+$49.8K	0.03%	234
2023 Q4	–	Sell	-97	Closed	-$16K	–	620
2023 Q3	$16K	Buy	97 +77	+385%	+$14.1K	0.01%	257
2023 Q2	$3.86K	Buy	20 +12	+150%	+$2.35K	﹤0.01%	442
2023 Q1	$1.58K	Hold	8	–	–	﹤0.01%	596
2022 Q4	$1.63K	Hold	8	–	–	﹤0.01%	596
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	527
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	534
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	516
2021 Q4	$2.2K	Buy	+8	New	+$2.19K	﹤0.01%	522

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rise Advisors's AMT Position: Q4 2025 in Review

Rise Advisors sold out of American Tower (AMT) in Q4 2025, closing a stake of 559 shares — an estimated $108K sold.

Rise Advisors first reported a position in AMT in Q4 2021 and held it in 15 quarters. The position peaked at $121K in Q2 2025. 1,781 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

Rise Advisors reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 559 American Tower shares in Q4 2025, an estimated $108K.
Rise Advisors first reported a position in American Tower in Q4 2021 and held it in 15 quarters.
Rise Advisors's American Tower position peaked at $121K in Q2 2025.
1,781 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.