MONETA GROUP INVESTMENT ADVISORS LLC

Position in AMT — American Tower Corp /Ma/

CIK 1120927 ST LOUIS, MO

Position in AMT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,318,338

-$16,696 QoQ

Shares Held

7,639

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $3,934,034 across 4 REIT - Specialty names. AMT ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	8,534	$1,537,912
2	AMT	American Tower Corp /Ma/ This page	7,639	$1,318,338
3	FRMI	Fermi Inc.	140,091	$818,131
4	LAMR	Lamar Advertising Co/New	2,050	$259,653

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,318,338	7,639	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$1,335,034	7,604	-1.9%	Shares	Sole	2026-02-12
2025-09-30	$1,490,480	7,750	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$1,698,096	7,683	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$1,666,163	7,657	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$1,412,073	7,699	-11.6%	Shares	Sole	2025-02-11
2024-09-30	$2,024,667	8,706	+7.4%	Shares	Sole	2024-11-12
2024-06-30	$1,575,449	8,105	-3.3%	Shares	Sole	2024-08-13
2024-03-31	$1,656,594	8,384	-1.1%	Shares	Sole	2024-08-13
2023-12-31	$1,830,662	8,480	-14.3%	Shares	Sole	2024-02-15
2023-09-30	$1,627,561	9,897	-8.1%	Shares	Sole	2023-11-15
2023-06-30	$2,087,764	10,765	+4.2%	Shares	Sole	2023-08-15
2023-03-31	$2,111,649	10,334	+6.7%	Shares	Sole	2023-05-15
2022-12-31	$2,052,287	9,687	-6.1%	Shares	Sole	2023-02-16
2022-09-30	$2,213,986	10,312	-9.5%	Shares	Sole	2022-11-14
2022-06-30	$2,912,959	11,397	+7.0%	Shares	Sole	2022-08-15
2022-03-31	$2,675,995	10,652	-1.2%	Shares	Sole	2022-05-11
2021-09-30	$2,861,916	10,783	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$2,953,980	10,935	+50.9%	Shares	Sole	2021-08-13
2021-03-31	$1,731,989	7,245	+29.5%	Shares	Sole	2021-05-14
2020-12-31	$1,256,078	5,596	+68.3%	Shares	Sole	2021-02-12
2020-09-30	$803,993	3,326	+10.8%	Shares	Sole	2020-11-13
2020-06-30	$775,878	3,001	+4.4%	Shares	Sole	2020-08-12
2020-03-31	$626,031	2,875	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.