Roberts Wealth Advisors
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Roberts Wealth Advisors’s American Tower AMT Stock Holding History

Roberts Wealth 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
Q3 		$4.67M Buy
28,529
+824
+3% +$141K 1.05% 28
2026
Q2 		$4.53M Buy
27,705
+1,076
+4% +$194K 1.03% 28
2026
Q1 		$4.6M Buy
26,629
+9,786
+58% +$1.76M 1.17% 26
2025
Q4 		$2.96M Sell
16,843
-11,428
-40% -$2.08M 0.77% 42
2025
Q3 		$5.44M Buy
28,271
+617
+2% +$129K 1.45% 19
2025
Q2 		$6.11M Buy
27,654
+873
+3% +$188K 1.76% 14
2025
Q1 		$5.83M Buy
26,781
+947
+4% +$186K 1.8% 15
2024
Q4 		$4.66M Buy
25,834
+618
+2% +$128K 1.42% 23
2024
Q3 		$5.66M Buy
25,216
+555
+2% +$123K 1.83% 14
2024
Q2 		$4.83M Buy
24,661
+793
+3% +$148K 1.65% 15
2024
Q1 		$4.25M Buy
23,868
+986
+4% +$196K 1.59% 18
2023
Q4 		$14.3M Buy
22,882
+340
+2% +$64.3K 2.22% 12
2023
Q3 		$3.81M Buy
22,542
+425
+2% +$77.6K 1.68% 19
2023
Q2 		$4.29M Buy
22,117
+8,868
+67% +$1.73M 1.89% 12
2023
Q1 		$2.7M Buy
13,249
+555
+4% +$116K 1.24% 28
2022
Q4 		$2.73M Buy
+12,694
New +$2.64M 1.32% 25
2022
Q3 		– Sell
-6,146
Closed -$1.57M – 80
2022
Q2 		$1.57M Buy
6,146
+301
+5% +$75.5K 0.68% 46
2022
Q1 		$1.5M Buy
+5,845
New +$1.43M 0.59% 51

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Roberts Wealth Advisors's AMT Position: Q3 2026 in Review

Roberts Wealth Advisors increased its American Tower (AMT) stake by 3% in Q3 2026, buying an estimated $141K and bringing the position to 28,529 shares worth $4.67M. The position accounts for 1.05% of the portfolio, ranked #28.

Roberts Wealth Advisors first reported a position in AMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.3M in Q4 2023. 450 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Roberts Wealth Advisors held 28,529 shares of American Tower worth $4.67M as of Q3 2026.
  • Roberts Wealth Advisors bought 824 American Tower shares in Q3 2026, an estimated $141K.
  • American Tower made up 1.05% of Roberts Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Roberts Wealth Advisors first reported a position in American Tower in Q1 2022 and has held it in 18 quarters since.
  • Roberts Wealth Advisors's American Tower position peaked at $14.3M in Q4 2023.
  • 450 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.