Royal Fund Management
AMT icon

Royal Fund Management’s American Tower AMT Stock Holding History

Royal Fund Management’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 		$2.33M Buy
14,262
+2,496
+21% +$428K 0.19% 138
2026
Q2 		$1.92M Buy
11,766
+2,320
+25% +$418K 0.16% 148
2026
Q1 		$1.63M Buy
9,446
+798
+9% +$144K 0.15% 155
2025
Q4 		$1.52M Buy
8,648
+225
+3% +$40.9K 0.14% 155
2025
Q3 		$1.62M Buy
8,423
+2,954
+54% +$615K 0.19% 131
2025
Q2 		$1.21M Sell
5,469
-393
-7% -$84.8K 0.12% 178
2025
Q1 		$1.28M Buy
5,862
+1,010
+21% +$198K 0.14% 173
2024
Q4 		$890K Buy
4,852
+595
+14% +$123K 0.08% 184
2024
Q3 		$990K Sell
4,257
-3,499
-45% -$776K 0.06% 219
2024
Q2 		$1.51M Buy
7,756
+3,702
+91% +$692K 0.12% 154
2024
Q1 		$801K Buy
4,054
+57
+1% +$11.4K 0.08% 211
2023
Q4 		$863K Sell
3,997
-3,120
-44% -$590K 0.1% 195
2023
Q3 		$1.17M Buy
7,117
+1,472
+26% +$269K 0.16% 152
2023
Q2 		$1.09M Buy
+5,645
New +$1.1M 0.14% 155
2020
Q2 		– Sell
-84
Closed -$18K – 165
2020
Q1 		$18K Hold
84
– – 0.01% 301
2019
Q4 		$19K Hold
84
– – ﹤0.01% 344
2019
Q3 		$18K Hold
84
– – 0.01% 340
2019
Q2 		$17K Hold
84
– – 0.01% 337
2019
Q1 		$16K Sell
84
-5
-6% -$877 0.01% 325
2018
Q4 		$14K Buy
89
+5
+6% +$782 0.01% 305
2018
Q3 		$12K Buy
+84
New +$12.3K ﹤0.01% 317
2018
Q2 		– Sell
-38
Closed -$5K – 554
2018
Q1 		$5K Buy
+38
New +$5.35K ﹤0.01% 390

Other funds holding AMT

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Royal Fund Management's AMT Position: Q3 2026 in Review

Royal Fund Management increased its American Tower (AMT) stake by 21% in Q3 2026, buying an estimated $428K and bringing the position to 14,262 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #138.

Royal Fund Management first reported a position in AMT in Q1 2018 and has held it in 22 quarters since. 1,115 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Royal Fund Management held 14,262 shares of American Tower worth $2.33M as of Q3 2026.
  • Royal Fund Management bought 2,496 American Tower shares in Q3 2026, an estimated $428K.
  • American Tower made up 0.19% of Royal Fund Management's portfolio in Q3 2026, its #138 holding.
  • Royal Fund Management first reported a position in American Tower in Q1 2018 and has held it in 22 quarters since.
  • 1,115 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.