NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in AMT — American Tower Corp /Ma/

CIK 1109767 CEDAR RAPIDS, IA

Position in AMT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$678,979

-$10,995 QoQ

Shares Held

4,151

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#958

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $1,162,825 across 3 REIT - Specialty names. AMT ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	4,151	$678,979
2	IRM	Iron Mountain Inc	2,223	$280,787
3	WY	Weyerhaeuser Co	8,482	$203,059

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,979	4,151	+3.8%	Shares	Sole	2026-07-23
2026-03-31	$689,974	3,998	-0.6%	Shares	Sole	2026-04-15
2025-12-31	$706,493	4,024	-5.3%	Shares	Sole	2026-01-26
2025-09-30	$817,167	4,249	-0.2%	Shares	Sole	2025-10-28
2025-06-30	$941,103	4,258	-3.8%	Shares	Sole	2025-08-11
2025-03-31	$963,532	4,428	-23.2%	Shares	Sole	2025-05-13
2024-12-31	$1,057,908	5,768	-0.4%	Shares	Sole	2025-01-30
2024-09-30	$1,347,452	5,794	+5.7%	Shares	Sole	2024-11-04
2024-06-30	$1,065,008	5,479	+0.8%	Shares	Sole	2024-07-29
2024-03-31	$1,074,099	5,436	+0.6%	Shares	Sole	2024-04-23
2023-12-31	$1,166,399	5,403	-6.8%	Shares	Sole	2024-02-09
2023-09-30	$953,810	5,800	-13.2%	Shares	Sole	2023-11-14
2023-06-30	$1,295,325	6,679	-33.9%	Shares	Sole	2023-08-14
2023-03-31	$2,064,651	10,104	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$2,127,921	10,044	+62.8%	Shares	Sole	2023-02-07
2022-09-30	$1,324,484	6,169	-1.9%	Shares	Sole	2022-11-14
2022-06-30	$1,607,661	6,290	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$1,611,827	6,416	-0.4%	Shares	Sole	2022-05-13
2021-09-30	$1,709,771	6,442	+6.1%	Shares	Sole	2021-11-12
2021-06-30	$1,639,479	6,069	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$1,447,030	6,053	-12.5%	Shares	Sole	2021-05-14
2020-12-31	$1,553,263	6,920	-4.5%	Shares	Sole	2021-02-16
2020-09-30	$1,752,300	7,249	+1.7%	Shares	Sole	2020-11-12
2020-06-30	$1,843,131	7,129	-1.6%	Shares	Sole	2020-08-13
2020-03-31	$1,577,598	7,245	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.