Institute for Wealth Management, LLC.
Position in AMT — American Tower Corp /Ma/
CIK 1533954
DENVER, CO
Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$236,522
-$17,860 QoQ
Shares Held
1,446
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,330
of 1,740 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, 2026Institute for Wealth Management, LLC. holds $1,036,068 across 11 REIT - Specialty names. AMT ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
11,022 | $263,866 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,446 | $236,522 | |
| 3 | CCI |
Crown Castle Inc.
|
2,659 | $201,366 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
724 | $130,015 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
509 | $79,393 | |
| 6 | IRM |
Iron Mountain Inc
|
249 | $31,451 | |
| 7 | EQIX |
Equinix Inc
|
30 | $31,271 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
658 | $29,300 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,522 | 1,446 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $254,382 | 1,474 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $257,912 | 1,469 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $302,327 | 1,572 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $375,955 | 1,701 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $379,712 | 1,745 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $320,050 | 1,745 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $616,749 | 2,652 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $526,381 | 2,708 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $531,714 | 2,691 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $459,392 | 2,128 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $350,114 | 2,129 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $381,286 | 1,966 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $386,815 | 1,893 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $411,008 | 1,940 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $419,094 | 1,952 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $510,668 | 1,998 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $489,627 | 1,949 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $521,265 | 1,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $553,246 | 2,048 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $491,985 | 2,058 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $480,568 | 2,141 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $547,518 | 2,265 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $537,763 | 2,080 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $445,516 | 2,046 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||