Destination Wealth Management
Position in AMT — American Tower Corp /Ma/
CIK 1278573
WALNUT CREEK, CA
Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,089,763
-$457,338 QoQ
Shares Held
116,707
+3.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#275
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Destination Wealth Management holds $19,781,057 across 2 REIT - Specialty names. AMT ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
116,707 | $19,089,763 | |
| 2 | IRM |
Iron Mountain Inc
|
5,473 | $691,294 |
All Filings in AMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,089,763 | 116,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,547,101 | 113,264 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,217,272 | 98,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,482,656 | 106,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,170,410 | 104,834 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,298,777 | 102,476 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,749,502 | 96,775 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $22,091,339 | 94,992 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $17,975,290 | 92,475 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,580,175 | 88,973 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,153,177 | 79,457 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,511,890 | 88,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,343,323 | 84,270 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,699,482 | 81,724 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $15,647,132 | 73,856 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,397,570 | 81,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,196,466 | 79,019 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $19,735,340 | 78,558 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $19,753,139 | 74,425 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $19,748,314 | 73,104 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,963,697 | 70,960 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $14,038,626 | 62,544 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,805,274 | 65,384 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,455,036 | 63,646 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,391,189 | 61,498 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||