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Root Financial Partners’s American Tower AMT Stock Holding History

Root Financial Partners’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
Q1 		$57K Buy
330
+217
+192% +$39K ﹤0.01% 822
2025
Q4 		$19.8K Sell
113
-52
-32% -$9.46K ﹤0.01% 1190
2025
Q3 		$31.7K Buy
+165
New +$34.4K ﹤0.01% 861

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Root Financial Partners's AMT Position: Q1 2026 in Review

Root Financial Partners increased its American Tower (AMT) stake by 192% in Q1 2026, buying an estimated $39K and bringing the position to 330 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Root Financial Partners first reported a position in AMT in Q3 2025 and has held it in 3 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Root Financial Partners held 330 shares of American Tower worth $57K as of Q1 2026.
  • Root Financial Partners bought 217 American Tower shares in Q1 2026, an estimated $39K.
  • American Tower made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #822 holding.
  • Root Financial Partners first reported a position in American Tower in Q3 2025 and has held it in 3 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.