Heritage Wealth Advisors

Position in AMT — American Tower Corp /Ma/

CIK 1591122 RICHMOND, VA

Position in AMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,918

-$1,207 QoQ

Shares Held

134

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,576

of 1,740 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $479,864 across 4 REIT - Specialty names. AMT ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	2,222	$280,660
2	EPR	Epr Properties	3,000	$174,030
3	AMT	American Tower Corp /Ma/ This page	134	$21,918
4	CCI	Crown Castle Inc.	43	$3,256

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,918	134	0.0%	Shares	Sole	2026-08-14
2026-03-31	$23,125	134	+294.1%	Shares	Sole	2026-05-14
2024-12-31	$6,235	34	-2.9%	Shares	Sole	2025-02-12
2024-09-30	$8,139	35	-62.8%	Shares	Sole	2024-11-12
2023-09-30	$15,458	94	-55.2%	Shares	Sole	2024-12-12
2023-06-30	$40,727	210	0.0%	Shares	Sole	2024-12-12
2023-03-31	$42,911	210	-30.9%	Shares	Sole	2023-05-04
2022-12-31	$64,405	304	0.0%	Shares	Sole	2024-12-12
2022-09-30	$65,268	304	0.0%	Shares	Sole	2024-12-12
2022-06-30	$77,699	304	0.0%	Shares	Sole	2022-08-04
2022-03-31	$76,370	304	0.0%	Shares	Sole	2022-05-11
2021-09-30	$80,684	304	0.0%	Shares	Sole	2021-11-02
2021-06-30	$82,122	304	0.0%	Shares	Sole	2021-08-09
2021-03-31	$72,674	304	-12.6%	Shares	Sole	2021-04-27
2020-12-31	$78,112	348	0.0%	Shares	Sole	2021-02-01
2020-09-30	$84,122	348	0.0%	Shares	Sole	2020-11-03
2020-06-30	$89,971	348	0.0%	Shares	Sole	2020-07-17
2020-03-31	$75,777	348	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.