SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in AMT — American Tower Corp /Ma/

CIK 1008895 CEDARBURG, WI

Position in AMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,929,962

-$169,301 QoQ

Shares Held

11,799

-3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#678

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $2,449,964 across 3 REIT - Specialty names. AMT ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	11,799	$1,929,962
2	IRM	Iron Mountain Inc	2,326	$293,797
3	CCI	Crown Castle Inc.	2,987	$226,205

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,929,962	11,799	-3.0%	Shares	Sole	2026-07-29
2026-03-31	$2,099,263	12,164	+0.5%	Shares	Sole	2026-04-29
2025-12-31	$2,125,625	12,107	-7.3%	Shares	Sole	2026-01-28
2025-09-30	$2,511,506	13,059	-0.9%	Shares	Sole	2025-10-27
2025-06-30	$2,911,938	13,175	-3.0%	Shares	Sole	2025-08-01
2025-03-31	$2,956,966	13,589	-8.0%	Shares	Sole	2025-05-21
2024-12-31	$2,710,249	14,777	0.0%	Shares	Sole	2025-01-27
2024-09-30	$3,436,539	14,777	-3.2%	Shares	Sole	2024-10-23
2024-06-30	$2,967,210	15,265	-2.9%	Shares	Sole	2024-07-29
2024-03-31	$3,106,114	15,720	+5.9%	Shares	Sole	2024-04-26
2023-12-31	$3,206,033	14,851	-2.6%	Shares	Sole	2024-01-29
2023-09-30	$2,507,369	15,247	-6.4%	Shares	Sole	2023-10-20
2023-06-30	$3,157,731	16,282	-2.2%	Shares	Sole	2023-07-26
2023-03-31	$3,403,282	16,655	+4.2%	Shares	Sole	2023-04-28
2022-12-31	$3,385,734	15,981	+3.1%	Shares	Sole	2023-02-01
2022-09-30	$3,327,850	15,500	-0.5%	Shares	Sole	2022-10-24
2022-06-30	$3,981,325	15,577	+1.3%	Shares	Sole	2022-08-24
2022-03-31	$3,864,014	15,381	-9.9%	Shares	Sole	2022-05-06
2021-09-30	$4,532,937	17,079	-0.5%	Shares	Sole	2021-10-27
2021-06-30	$4,638,844	17,172	-2.1%	Shares	Sole	2021-07-26
2021-03-31	$4,192,634	17,538	+9.6%	Shares	Sole	2021-04-30
2020-12-31	$3,591,584	16,001	+3.8%	Shares	Sole	2021-02-01
2020-09-30	$3,724,575	15,408	+0.4%	Shares	Sole	2020-10-28
2020-06-30	$3,966,779	15,343	+0.0%	Shares	Sole	2020-07-29
2020-03-31	$3,340,067	15,339	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.