HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1484205 LONG BEACH, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$817

-$3,414 QoQ

Shares Held

-77.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,719

of 1,735 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $34,513 across 4 REIT - Specialty names. AMT ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	250	$31,577
2	DLR	Digital Realty Trust, Inc.	6	$1,077
3	EQIX	Equinix Inc	1	$1,042
4	AMT	American Tower Corp /Ma/ This page	5	$817

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$817	5	-77.3%	Shares	Sole	2026-07-21
2025-09-30	$4,231	22	+69.2%	Shares	Sole	2025-10-16
2025-03-31	$2,828	13	-98.9%	Shares	Sole	2025-04-18
2023-03-31	$249,702	1,222	-4.8%	Shares	Sole	2023-04-25
2022-12-31	$271,815	1,283	-6.6%	Shares	Sole	2023-01-25
2022-09-30	$294,782	1,373	+10.8%	Shares	Other	2022-10-24
2022-06-30	$316,676	1,239	+0.1%	Shares	Other	2022-08-05
2022-03-31	$311,009	1,238	+6.8%	Shares	Other	2022-05-13
2021-09-30	$307,610	1,159	+1.3%	Shares	Other	2021-10-29
2021-06-30	$309,040	1,144	+6.1%	Shares	Other	2021-07-29
2021-03-31	$257,706	1,078	-0.3%	Shares	Other	2021-05-06
2020-12-31	$242,641	1,081	+4.7%	Shares	Other	2021-02-04
2020-09-30	$249,465	1,032	+1.5%	Shares	Other	2020-11-10
2020-06-30	$262,935	1,017	-5.6%	Shares	Other	2020-08-10
2020-03-31	$234,516	1,077	—	Shares	Other	2020-05-01
No filing history on record for this holder in this stock.