Essex Financial Services, Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1315785 ESSEX, CT

Position in AMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$735,574

+$179,522 QoQ

Shares Held

4,497

+39.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#936

of 1,740 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,541,192 across 3 REIT - Specialty names. AMT ranks #3 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	6,497	$1,013,402
2	IRM	Iron Mountain Inc	6,272	$792,216
3	AMT	American Tower Corp /Ma/ This page	4,497	$735,574

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,574	4,497	+39.6%	Shares	Defined	2026-08-10
2026-03-31	$556,052	3,222	-7.0%	Shares	Defined	2026-04-24
2025-12-31	$608,525	3,466	+14.8%	Shares	Defined	2026-02-10
2025-09-30	$580,806	3,020	-2.5%	Shares	Defined	2025-11-07
2025-06-30	$684,940	3,099	+14.7%	Shares	Defined	2025-07-16
2025-03-31	$587,955	2,702	-36.8%	Shares	Defined	2025-04-25
2024-12-31	$783,710	4,273	-1.5%	Shares	Defined	2025-01-29
2024-09-30	$1,009,310	4,340	-0.7%	Shares	Defined	2024-10-24
2024-06-30	$849,829	4,372	+3.3%	Shares	Defined	2024-08-09
2024-03-31	$836,200	4,232	-12.5%	Shares	Sole	2024-04-24
2023-12-31	$1,044,427	4,838	+49.8%	Shares	Sole	2024-02-06
2023-09-30	$531,009	3,229	-19.6%	Shares	Sole	2023-11-15
2023-06-30	$779,250	4,018	+3.6%	Shares	Sole	2023-08-09
2023-03-31	$792,430	3,878	-1.2%	Shares	Sole	2023-05-11
2022-12-31	$831,338	3,924	+6.3%	Shares	Sole	2023-02-10
2022-09-30	$792,672	3,692	+1.6%	Shares	Sole	2022-11-07
2022-06-30	$928,814	3,634	+4.6%	Shares	Sole	2022-08-01
2022-03-31	$872,989	3,475	+20.1%	Shares	Sole	2022-04-21
2021-09-30	$767,831	2,893	+30.6%	Shares	Sole	2021-11-10
2021-06-30	$598,360	2,215	0.0%	Shares	Sole	2021-07-30
2021-03-31	$529,517	2,215	-19.0%	Shares	Sole	2021-05-11
2020-12-31	$613,898	2,735	+68.9%	Shares	Sole	2021-02-05
2020-09-30	$391,360	1,619	+91.6%	Shares	Sole	2020-11-10
2020-06-30	$218,466	845	-49.4%	Shares	Sole	2020-08-06
2020-03-31	$363,642	1,670	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.