ALBION FINANCIAL GROUP /UT

Position in AMT — American Tower Corp /Ma/

CIK 1054677 SALT LAKE CITY, UT

Position in AMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$17,011

+$11,144 QoQ

Shares Held

104

+205.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,593

of 1,735 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $848,768 across 3 REIT - Specialty names. AMT ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	4,280	$768,602
2	IRM	Iron Mountain Inc	500	$63,155
3	AMT	American Tower Corp /Ma/ This page	104	$17,011

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,011	104	+205.9%	Shares	Sole	2026-07-22
2026-03-31	$5,867	34	-26.1%	Shares	Sole	2026-04-27
2025-12-31	$8,076	46	+35.3%	Shares	Sole	2026-01-21
2025-09-30	$6,538	34	0.0%	Shares	Sole	2025-10-20
2025-06-30	$7,514	34	-72.1%	Shares	Sole	2025-07-17
2025-03-31	$26,547	122	-14.7%	Shares	Sole	2025-04-25
2024-12-31	$26,227	143	+9.2%	Shares	Sole	2025-01-17
2024-09-30	$30,465	131	0.0%	Shares	Sole	2024-10-09
2024-06-30	$25,463	131	0.0%	Shares	Sole	2024-07-10
2024-03-31	$25,884	131	+19.1%	Shares	Sole	2024-04-19
2023-12-31	$23,746	110	0.0%	Shares	Sole	2024-01-26
2023-09-30	$18,089	110	0.0%	Shares	Sole	2023-11-01
2023-06-30	$21,333	110	-10.6%	Shares	Sole	2023-07-25
2023-03-31	$25,133	123	0.0%	Shares	Sole	2023-04-18
2022-12-31	$26,058	123	0.0%	Shares	Sole	2023-02-03
2022-09-30	$26,408	123	+11.8%	Shares	Sole	2022-10-27
2022-06-30	$28,114	110	-11.3%	Shares	Sole	2022-07-29
2022-03-31	$31,151	124	-6.8%	Shares	Sole	2022-05-09
2021-09-30	$35,299	133	0.0%	Shares	Sole	2021-10-19
2021-06-30	$35,928	133	0.0%	Shares	Sole	2021-08-12
2020-12-31	$29,853	133	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.