RAFFA WEALTH MANAGEMENT, LLC’s American Tower AMT Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$14.6K	Buy	89 +11	+14%	+$1.98K	﹤0.01%	352
2026 Q1	$13.5K	Hold	78	–	–	﹤0.01%	334
2025 Q4	$13.7K	Sell	78 -27	-26%	-$4.91K	﹤0.01%	317
2025 Q3	$20.2K	Buy	105 +9	+9%	+$1.88K	﹤0.01%	263
2025 Q2	$21.2K	Hold	96	–	–	﹤0.01%	268
2025 Q1	$20.9K	Hold	96	–	–	﹤0.01%	222
2024 Q4	$17.6K	Hold	96	–	–	﹤0.01%	241
2024 Q3	$22.3K	Sell	96 -684	-88%	-$152K	0.01%	212
2024 Q2	$152K	Hold	780	–	–	0.04%	103
2024 Q1	$154K	Buy	780 +681	+688%	+$136K	0.05%	100
2023 Q4	$21.4K	Hold	99	–	–	0.01%	201
2023 Q3	$16.3K	Hold	99	–	–	0.01%	215
2023 Q2	$19.2K	Hold	99	–	–	0.01%	207
2023 Q1	$20.2K	Hold	99	–	–	0.01%	216
2022 Q4	$21K	Hold	99	–	–	0.01%	199
2022 Q3	$21.3K	Buy	99 +46	+87%	+$11.8K	0.01%	197
2022 Q2	$13.5K	Hold	53	–	–	0.01%	252
2022 Q1	$13.3K	Hold	53	–	–	0.01%	258
2021 Q4	$15.5K	Buy	53 +9	+20%	+$2.46K	0.01%	241
2021 Q3	$11.7K	Hold	44	–	–	﹤0.01%	246
2021 Q2	$11.9K	Sell	44 -959	-96%	-$244K	﹤0.01%	246
2021 Q1	$240K	Buy	1,003 +3	+0.3%	+$668	0.08%	57
2020 Q4	$224K	Buy	1,000 +1	+0.1%	+$232	0.08%	57
2020 Q3	$241K	Hold	999	–	–	0.09%	47
2020 Q2	$258K	Buy	999 +1	+0.1%	+$247	0.1%	43
2020 Q1	$217K	Sell	998 -955	-49%	-$222K	0.08%	45
2019 Q4	$449K	Hold	1,953	–	–	0.16%	39
2019 Q3	$432K	Buy	+1,953	New	+$426K	0.15%	35
2019 Q2	–	Sell	-2,703	Closed	-$533K	–	774
2019 Q1	$533K	Buy	2,703 +959	+55%	+$168K	0.22%	29
2018 Q4	$276K	Sell	1,744 -1,246	-42%	-$195K	0.11%	51
2018 Q3	$434K	Buy	2,990 +959	+47%	+$141K	0.15%	50
2018 Q2	$293K	Sell	2,031 -1,439	-41%	-$200K	0.11%	53
2018 Q1	$504K	Buy	3,470 +35	+1%	+$4.93K	0.18%	39
2017 Q4	$490K	Hold	3,435	–	–	0.19%	43
2017 Q3	$469K	Hold	3,435	–	–	0.19%	41
2017 Q2	$455K	Hold	3,435	–	–	0.2%	41
2017 Q1	$417K	Sell	3,435 -6	-0.2%	-$660	0.2%	29
2016 Q4	$364K	Hold	3,441	–	–	0.19%	34
2016 Q3	$390K	Hold	3,441	–	–	0.21%	30
2016 Q2	$391K	Hold	3,441	–	–	0.22%	28
2016 Q1	$352K	Buy	3,441 +1,564	+83%	+$146K	0.2%	32
2015 Q4	$182K	Buy	1,877 +1,871	+31,183%	+$182K	0.11%	50
2015 Q3	$528	Hold	6	–	–	﹤0.01%	645
2015 Q2	$560	Hold	6	–	–	﹤0.01%	646
2015 Q1	$565	Sell	6 -139	-96%	-$13.5K	﹤0.01%	656
2014 Q4	$14.3K	Hold	145	–	–	0.01%	124
2014 Q3	$13.6K	Sell	145 -9	-6%	-$856	0.01%	127
2014 Q2	$13.9K	Hold	154	–	–	0.01%	120
2014 Q1	$12.6K	Buy	154 +9	+6%	+$733	0.01%	121
2013 Q4	$14.3K	Buy	+145	New	+$11.3K	0.01%	124

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

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AMT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its American Tower (AMT) stake by 14% in Q2 2026, buying an estimated $1.98K and bringing the position to 89 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $533K in Q1 2019. 585 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 89 shares of American Tower worth $14.6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 11 American Tower shares in Q2 2026, an estimated $1.98K.
American Tower made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #352 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in American Tower in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's American Tower position peaked at $533K in Q1 2019.
585 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.