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Rothschild Investment LLC’s American Tower AMT Stock Holding History

Rothschild Investment LLC’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
Q2 		$2.72M Buy
16,627
+12,722
+326% +$2.29M 0.1% 190
2026
Q1 		$674K Sell
3,905
-1,751
-31% -$315K 0.04% 336
2025
Q4 		$993K Buy
5,656
+761
+16% +$138K 0.05% 251
2025
Q3 		$941K Sell
4,895
-17,326
-78% -$3.61M 0.05% 241
2025
Q2 		$4.91M Sell
22,221
-1,148
-5% -$248K 0.31% 79
2025
Q1 		$5.09M Sell
23,369
-146
-0.6% -$28.6K 0.34% 69
2024
Q4 		$4.31M Sell
23,515
-5,353
-19% -$1.11M 0.28% 78
2024
Q3 		$6.71M Sell
28,868
-604
-2% -$134K 0.44% 59
2024
Q2 		$5.73M Sell
29,472
-1,256
-4% -$235K 0.4% 63
2024
Q1 		$6.07M Sell
30,728
-2,857
-9% -$569K 0.44% 63
2023
Q4 		$7.25M Sell
33,585
-1,678
-5% -$317K 0.61% 46
2023
Q3 		$5.8M Buy
35,263
+5
+0% +$913 0.49% 60
2023
Q2 		$6.84M Buy
35,258
+1,239
+4% +$242K 0.57% 48
2023
Q1 		$6.95M Buy
34,019
+3,801
+13% +$797K 0.61% 46
2022
Q4 		$6.4M Buy
30,218
+7,758
+35% +$1.61M 0.59% 47
2022
Q3 		$4.82M Buy
22,460
+30
+0.1% +$7.71K 0.48% 60
2022
Q2 		$5.73M Buy
22,430
+165
+0.7% +$41.4K 0.53% 52
2022
Q1 		$5.59M Buy
22,265
+2,498
+13% +$610K 0.44% 68
2021
Q4 		$5.78M Buy
+19,767
New +$5.4M 0.45% 64
2013
Q3 		– Sell
-5,042
Closed -$369K – 379
2013
Q2 		$369K Buy
+5,042
New +$401K 0.06% 268

Other funds holding AMT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's AMT Position: Q2 2026 in Review

Rothschild Investment LLC increased its American Tower (AMT) stake by 326% in Q2 2026, buying an estimated $2.29M and bringing the position to 16,627 shares worth $2.72M. The position accounts for 0.1% of the portfolio, ranked #190.

Rothschild Investment LLC first reported a position in AMT in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.25M in Q4 2023. 903 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Rothschild Investment LLC held 16,627 shares of American Tower worth $2.72M as of Q2 2026.
  • Rothschild Investment LLC bought 12,722 American Tower shares in Q2 2026, an estimated $2.29M.
  • American Tower made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #190 holding.
  • Rothschild Investment LLC first reported a position in American Tower in Q2 2013 and has held it in 20 quarters since.
  • Rothschild Investment LLC's American Tower position peaked at $7.25M in Q4 2023.
  • 903 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.