Number of Shares
44,923.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
7.83%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
7.23%

SA Real Estate Securities Fund's American Tower Corp Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 44,923.00 shares of American Tower Corp(AMT), totaling $9.78 Mil. This investment constitutes 7.83% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2019Q3. And since then SA Real Estate Securities Fund has made 2 purchases of AMT, at an average price of $218.90, for a total of 79,730.00 shares. In addition, there have been 19 sales at an average price of $245.69 for 34,807.00 shares. Based on historical transaction data and AMT's current price of $226.22, SA Real Estate Securities Fund's estimated gain on his AMT holdings is $1.26 Mil, reflecting a 7.23% gain to date.

SA Real Estate Securities Fund AMT ($226.22) Holding Chart

SA Real Estate Securities Fund AMT ($226.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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