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
2025 Q4	–	Sell	-5	Closed	-$4	–	291
2025 Q3	$4	Sell	5 -495	-99%	-$103K	﹤0.01%	290
2025 Q2	$111K	Sell	500 -200	-29%	-$43.2K	0.01%	295
2025 Q1	$152K	Buy	700 +100	+17%	+$19.6K	0.02%	288
2024 Q4	$110K	Hold	600	–	–	0.01%	269
2024 Q3	$140K	Buy	+600	New	+$133K	0.01%	314
2024 Q2	–	Sell	-600	Closed	-$119K	–	288
2024 Q1	$119K	Hold	600	–	–	0.01%	309
2023 Q4	$130K	Buy	+600	New	+$113K	0.01%	285
2023 Q3	–	Sell	-600	Closed	-$116K	–	267
2023 Q2	$116K	Buy	+600	New	+$117K	0.01%	259

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Royal Fund Management's AMT Position: Q2 2026 in Review

Royal Fund Management increased its American Tower (AMT) stake by 25% in Q2 2026, buying an estimated $418K and bringing the position to 11,766 shares worth $1.92M. The position accounts for 0.16% of the portfolio, ranked #148.

Royal Fund Management first reported a position in AMT in Q1 2018 and has held it in 21 quarters since. 357 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Royal Fund Management held 11,766 shares of American Tower worth $1.92M as of Q2 2026.
Royal Fund Management bought 2,320 American Tower shares in Q2 2026, an estimated $418K.
American Tower made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #148 holding.
Royal Fund Management first reported a position in American Tower in Q1 2018 and has held it in 21 quarters since.
357 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.