EP Wealth Advisors, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1540569 TORRANCE, CA

Position in AMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,227,042

-$8,743,826 QoQ

Shares Held

31,956

-60.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#473

of 1,735 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. AMT ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	31,956	$5,227,042
2	GLPI	Gaming & Leisure Properties, Inc.	43,254	$1,926,100
3	IRM	Iron Mountain Inc	11,861	$1,498,162
4	LAMR	Lamar Advertising Co/New	8,155	$1,272,016
5	EQIX	Equinix Inc	1,003	$1,045,517
6	EPR	Epr Properties	14,067	$816,026
7	DLR	Digital Realty Trust, Inc.	3,586	$643,973
8	SBAC	Sba Communications Corp	1,978	$349,037

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,227,042	31,956	-60.5%	Shares	Sole	2026-08-12
2026-03-31	$13,970,868	80,953	-71.7%	Shares	Sole	2026-05-14
2025-12-31	$50,232,508	286,111	+0.5%	Shares	Sole	2026-02-18
2025-06-30	$62,909,143	284,631	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$61,303,795	281,727	-15.3%	Shares	Sole	2025-05-15
2024-12-31	$61,009,502	332,640	+1.7%	Shares	Sole	2025-02-14
2024-09-30	$76,028,515	326,920	+3.7%	Shares	Sole	2024-11-15
2024-06-30	$61,292,290	315,322	+8.5%	Shares	Sole	2024-08-19
2024-03-31	$57,438,029	290,693	+5.0%	Shares	Sole	2024-05-14
2023-12-31	$59,764,435	276,841	+3.9%	Shares	Sole	2024-02-28
2023-09-30	$43,831,516	266,534	+18.2%	Shares	Sole	2023-11-24
2023-06-30	$43,735,021	225,508	0.0%	Shares	Sole	2023-08-14
2023-03-31	$46,080,304	225,508	+5.4%	Shares	Sole	2023-06-05
2022-12-31	$45,329,989	213,962	+6.8%	Shares	Sole	2023-06-12
2022-09-30	$43,014,930	200,349	+2.6%	Shares	Sole	2022-12-02
2022-06-30	$49,915,193	195,294	+5.9%	Shares	Sole	2022-08-11
2022-03-31	$46,307,885	184,332	+13.5%	Shares	Sole	2022-05-20
2021-09-30	$43,099,133	162,387	+4.7%	Shares	Sole	2021-11-23
2021-06-30	$41,910,600	155,144	+7.7%	Shares	Sole	2021-08-24
2021-03-31	$34,425,835	144,005	+18.0%	Shares	Sole	2021-05-17
2020-12-31	$27,400,505	122,073	+10.9%	Shares	Sole	2021-02-18
2020-09-30	$26,602,144	110,049	+2.0%	Shares	Sole	2020-11-17
2020-06-30	$27,886,124	107,860	+0.3%	Shares	Sole	2020-08-14
2020-03-31	$23,407,254	107,496	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.