Welch & Forbes LLC

Position in AMT — American Tower Corp /Ma/

CIK 105495 Boston, MA

Position in AMT

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

Position Value

$1,372,352

+$30,543 QoQ

Shares Held

8,390

+7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#774

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Real Estate · as of Jun 30, 2026

Welch & Forbes LLC holds $108,799,873 across 3 REIT - Specialty names. AMT ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	639,322	$80,752,761
2	EQIX	Equinix Inc	25,590	$26,674,760
3	AMT	American Tower Corp /Ma/ This page	8,390	$1,372,352

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,372,352	8,390	+7.9%	Shares	Sole	2026-07-30
2026-03-31	$1,341,809	7,775	-1.3%	Shares	Sole	2026-05-01
2025-12-31	$1,382,789	7,876	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$1,539,521	8,005	-2.2%	Shares	Sole	2025-11-04
2025-06-30	$1,809,490	8,187	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$1,787,148	8,213	-11.6%	Shares	Sole	2025-05-02
2024-12-31	$1,704,245	9,292	0.0%	Shares	Sole	2025-02-07
2024-09-30	$2,160,947	9,292	+3.6%	Shares	Sole	2024-11-04
2024-06-30	$1,743,005	8,967	-1.6%	Shares	Sole	2024-08-02
2024-03-31	$1,799,847	9,109	+14.6%	Shares	Sole	2024-05-03
2023-12-31	$1,715,814	7,948	-0.3%	Shares	Sole	2024-02-06
2023-09-30	$1,310,337	7,968	-4.9%	Shares	Sole	2023-11-03
2023-06-30	$1,625,411	8,381	+6.9%	Shares	Sole	2023-07-28
2023-03-31	$1,602,434	7,842	-14.0%	Shares	Sole	2023-04-14
2022-12-31	$1,931,951	9,119	-3.3%	Shares	Sole	2023-02-02
2022-09-30	$2,023,976	9,427	+8.8%	Shares	Sole	2022-10-31
2022-06-30	$2,215,198	8,667	+0.6%	Shares	Sole	2022-07-22
2022-03-31	$2,163,757	8,613	-33.1%	Shares	Sole	2022-04-25
2021-09-30	$3,416,622	12,873	-0.1%	Shares	Sole	2021-10-13
2021-06-30	$3,479,403	12,880	+36.6%	Shares	Sole	2021-07-22
2021-03-31	$2,254,813	9,432	+1.7%	Shares	Sole	2021-04-14
2020-12-31	$2,080,968	9,271	+10.4%	Shares	Sole	2021-01-20
2020-09-30	$2,029,806	8,397	-2.7%	Shares	Sole	2020-10-23
2020-06-30	$2,231,717	8,632	-1.0%	Shares	Sole	2020-07-15
2020-03-31	$1,898,344	8,718	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.