Caprock Group, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1610769 BOISE, ID

Position in AMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$471,735

+$226,327 QoQ

Shares Held

2,884

+102.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,050

of 1,735 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caprock Group, LLC holds $8,364,769 across 7 REIT - Specialty names. AMT ranks #7 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	13,621	$2,124,603
2	EQIX	Equinix Inc	1,341	$1,397,844
3	IRM	Iron Mountain Inc	9,424	$1,190,345
4	SBAC	Sba Communications Corp	6,527	$1,151,754
5	DLR	Digital Realty Trust, Inc.	5,842	$1,049,106
6	EPR	Epr Properties	16,883	$979,382
7	AMT	American Tower Corp /Ma/ This page	2,884	$471,735

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,735	2,884	+102.8%	Shares	Sole	2026-07-27
2026-03-31	$245,408	1,422	-67.3%	Shares	Sole	2026-05-11
2025-12-31	$764,431	4,354	-71.8%	Shares	Sole	2026-01-28
2025-09-30	$2,964,997	15,417	+10.8%	Shares	Sole	2025-11-06
2025-03-31	$3,026,816	13,910	+6.6%	Shares	Sole	2025-05-15
2024-12-31	$2,393,500	13,050	+18.1%	Shares	Sole	2025-01-23
2024-09-30	$2,570,020	11,051	+46.8%	Shares	Sole	2024-11-07
2024-06-30	$1,463,098	7,527	+8.2%	Shares	Sole	2024-08-06
2024-03-31	$1,374,831	6,958	+12.2%	Shares	Sole	2024-04-29
2023-12-31	$1,338,240	6,199	-4.8%	Shares	Sole	2024-01-18
2023-09-30	$1,071,062	6,513	+12.9%	Shares	Sole	2023-10-18
2023-06-30	$1,119,033	5,770	+7.8%	Shares	Sole	2023-08-10
2023-03-31	$1,093,627	5,352	+6.4%	Shares	Sole	2023-04-26
2022-12-31	$1,065,232	5,028	+20.9%	Shares	Sole	2023-01-23
2022-09-30	$892,722	4,158	-5.5%	Shares	Sole	2022-11-07
2022-06-30	$1,124,340	4,399	+19.9%	Shares	Sole	2022-07-26
2022-03-31	$921,474	3,668	+17.0%	Shares	Sole	2022-04-12
2021-09-30	$831,794	3,134	-18.9%	Shares	Sole	2021-10-07
2021-06-30	$1,043,280	3,862	+26.6%	Shares	Sole	2021-08-13
2021-03-31	$729,133	3,050	+13.1%	Shares	Sole	2021-04-29
2020-12-31	$605,144	2,696	-22.2%	Shares	Sole	2021-01-29
2020-09-30	$837,352	3,464	+33.2%	Shares	Sole	2020-10-29
2020-06-30	$672,462	2,601	+18.9%	Shares	Sole	2020-08-05
2020-03-31	$476,437	2,188	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.