Focus Partners Wealth

Position in AMT — American Tower Corp /Ma/

CIK 1542153 ST LOUIS, MO

Position in AMT

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

Position Value

$63,958,650

-$5,116,322 QoQ

Shares Held

391,017

-2.3% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#130

of 1,740 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 79% Shared 3% None 18%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $207,326,104 across 15 REIT - Specialty names. AMT ranks #1 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	391,017	$63,958,650
2	DLR	Digital Realty Trust, Inc.	219,189	$39,361,960
3	RYN	Rayonier Inc	1,279,401	$27,225,653
4	IRM	Iron Mountain Inc	211,460	$26,709,512
5	CCI	Crown Castle Inc.	207,374	$15,704,433
6	GLPI	Gaming & Leisure Properties, Inc.	240,661	$10,716,634
7	LAMR	Lamar Advertising Co/New	52,476	$8,185,206
8	EQIX	Equinix Inc	6,069	$6,326,264

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,958,650	391,017	-2.3%	Shares	Sole	2026-08-12
2026-03-31	$69,074,972	400,249	+8.0%	Shares	Sole	2026-05-15
2025-12-31	$65,087,485	370,721	+28.7%	Shares	Sole	2026-02-13
2025-09-30	$55,392,968	288,025	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$62,058,437	280,782	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$60,922,995	279,977	+2.6%	Shares	Sole	2025-05-20
2024-12-31	$50,036,265	272,811	+4.2%	Shares	Sole	2025-05-20
2024-09-30	$60,887,231	261,813	+76.7%	Shares	Sole	2024-11-14
2024-06-30	$28,799,340	148,160	+7.7%	Shares	Sole	2024-08-15
2024-03-31	$27,181,863	137,567	+14.5%	Shares	Sole	2024-05-16
2023-12-31	$25,937,766	120,149	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.