UFA
AMT icon

Unify Financial Advisors’s American Tower AMT Stock Holding History

Unify Financial Advisors’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 		$344K Buy
2,101
+135
+7% +$24.3K 0.32% 65
2026
Q1 		$339K Buy
1,966
+148
+8% +$26.6K 0.35% 68
2025
Q4 		$319K Buy
+1,818
New +$331K 0.33% 71

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Unify Financial Advisors's AMT Position: Q2 2026 in Review

Unify Financial Advisors increased its American Tower (AMT) stake by 6.9% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,101 shares worth $344K. The position accounts for 0.32% of the portfolio, ranked #65.

Unify Financial Advisors first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Unify Financial Advisors held 2,101 shares of American Tower worth $344K as of Q2 2026.
  • Unify Financial Advisors bought 135 American Tower shares in Q2 2026, an estimated $24.3K.
  • American Tower made up 0.32% of Unify Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Unify Financial Advisors first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.