Root Financial Partners
AMT icon

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
Q3 		$277K Buy
1,690
+294
+21% +$50.5K 0.01% 340
2026
Q2 		$228K Buy
1,396
+1,066
+323% +$192K 0.01% 358
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's AMT Position: Q3 2026 in Review

Root Financial Partners increased its American Tower (AMT) stake by 21% in Q3 2026, buying an estimated $50.5K and bringing the position to 1,690 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #340.

Root Financial Partners first reported a position in AMT in Q3 2025 and has held it in 5 quarters since. 1,501 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Root Financial Partners held 1,690 shares of American Tower worth $277K as of Q3 2026.
  • Root Financial Partners bought 294 American Tower shares in Q3 2026, an estimated $50.5K.
  • American Tower made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #340 holding.
  • Root Financial Partners first reported a position in American Tower in Q3 2025 and has held it in 5 quarters since.
  • 1,501 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.