Plante Moran Financial Advisors, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1424717
SOUTHFIELD, MI
Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$490
-$25,845 QoQ
Shares Held
3
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,728
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $15,614 across 9 REIT - Specialty names. AMT ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6 | $6,254 | |
| 2 | CCI |
Crown Castle Inc.
|
64 | $4,846 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
51 | $1,670 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
6 | $1,077 | |
| 5 | AMT |
American Tower Corp /Ma/
This page
|
3 | $490 | |
| 6 | UNIT |
Uniti Group Inc.
|
42 | $481 | |
| 7 | IRM |
Iron Mountain Inc
|
3 | $378 | |
| 8 | WY |
Weyerhaeuser Co
|
11 | $263 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490 | 3 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $26,335 | 150 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,848 | 150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $33,153 | 150 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $52,659 | 242 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,385 | 242 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $56,279 | 242 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $50,927 | 262 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $49,595 | 251 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,746 | 110 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $21,378 | 130 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $23,660 | 122 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $36,168 | 177 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $37,499 | 177 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $38,001 | 177 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $34,249 | 134 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $25,122 | 100 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $30,256 | 114 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $233,400 | 864 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $257,467 | 1,077 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $514,911 | 2,294 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $135,852 | 562 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $112,723 | 436 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $61,623 | 283 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||