Johnson Financial Group, Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1477024 RACINE, WI

Position in AMT

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

Position Value

$80,966

-$18,094 QoQ

Shares Held

495

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,461

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $110,003 across 5 REIT - Specialty names. AMT ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	495	$80,966
2	WY	Weyerhaeuser Co	800	$19,152
3	LAMR	Lamar Advertising Co/New	26	$4,055
4	DLR	Digital Realty Trust, Inc.	17	$3,052
5	IRM	Iron Mountain Inc	22	$2,778

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,966	495	-13.8%	Shares	Defined	2026-08-10
2026-03-31	$99,060	574	-10.5%	Shares	Defined	2026-05-07
2025-12-31	$112,539	641	-45.3%	Shares	Defined	2026-02-12
2025-09-30	$225,206	1,171	+40.6%	Shares	Defined	2025-11-13
2025-06-30	$184,109	833	+7.1%	Shares	Defined	2025-08-13
2025-03-31	$169,292	778	0.0%	Shares	Defined	2025-05-15
2024-12-31	$142,692	778	-58.6%	Shares	Defined	2025-02-14
2024-09-30	$436,747	1,878	+108.0%	Shares	Defined	2024-11-13
2024-06-30	$175,524	903	-23.3%	Shares	Defined	2024-08-14
2024-03-31	$232,760	1,178	-33.7%	Shares	Defined	2024-05-14
2023-12-31	$383,402	1,776	+37.8%	Shares	Defined	2024-02-09
2023-09-30	$211,975	1,289	-40.0%	Shares	Defined	2023-11-14
2023-06-30	$416,388	2,147	+13.3%	Shares	Defined	2023-08-14
2023-03-31	$387,224	1,895	-2.4%	Shares	Defined	2023-05-12
2022-12-31	$411,219	1,941	+7.1%	Shares	Defined	2023-02-13
2022-09-30	$389,036	1,812	-5.2%	Shares	Defined	2022-11-14
2022-06-30	$488,432	1,911	+6.9%	Shares	Defined	2022-08-15
2022-03-31	$448,930	1,787	-21.1%	Shares	Defined	2022-05-16
2021-09-30	$601,419	2,266	+9.1%	Shares	Defined	2021-11-12
2021-06-30	$561,080	2,077	-18.8%	Shares	Defined	2021-08-13
2021-03-31	$611,515	2,558	-0.7%	Shares	Defined	2021-05-14
2020-12-31	$578,208	2,576	-20.7%	Shares	Defined	2021-02-12
2020-09-30	$785,138	3,248	+9.6%	Shares	Defined	2020-11-12
2020-06-30	$766,312	2,964	+5.0%	Shares	Defined	2020-08-11
2020-03-31	$614,490	2,822	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.