UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1463217
IRVING, TX
Position in AMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$16,203,734
-$1,179,386 QoQ
Shares Held
99,063
-1.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#298
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $64,272,779 across 9 REIT - Specialty names. AMT ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
172,265 | $21,758,792 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
99,063 | $16,203,734 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,700 | $14,459,346 | |
| 4 | EQIX |
Equinix Inc
|
4,933 | $5,142,109 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
22,538 | $4,047,374 | |
| 6 | CCI |
Crown Castle Inc.
|
18,855 | $1,427,889 | |
| 7 | SBAC |
Sba Communications Corp
|
2,418 | $426,680 | |
| 8 | EPR |
Epr Properties
|
7,159 | $415,293 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,203,734 | 99,063 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $17,383,120 | 100,725 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,472,246 | 105,213 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,468,937 | 116,831 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,231,874 | 123,210 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $27,250,265 | 125,231 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,441,864 | 122,359 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,077,209 | 125,031 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $24,474,774 | 125,912 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,909,982 | 141,252 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,548,531 | 141,507 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,137,087 | 128,532 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $26,156,493 | 134,869 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,378,330 | 138,878 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $29,256,382 | 138,093 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $30,589,811 | 142,477 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,381,191 | 142,342 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $34,493,762 | 137,305 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $36,212,540 | 136,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $36,918,412 | 136,664 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,622,127 | 136,460 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,366,264 | 139,741 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $33,040,381 | 136,683 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $35,789,175 | 138,428 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,827,177 | 136,979 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||