Merit Financial Group, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1621225 ALPHARETTA, GA

Position in AMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,410,922

+$1,166,524 QoQ

Shares Held

20,853

+60.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#116

of 640 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Merit Financial Group, LLC holds $34,484,250 across 12 REIT - Specialty names. AMT ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	96,502	$15,052,379
2	EQIX	Equinix Inc	4,772	$4,974,280
3	AMT	American Tower Corp /Ma/ This page	20,853	$3,410,922
4	IRM	Iron Mountain Inc	26,724	$3,375,504
5	SBAC	Sba Communications Corp	18,584	$3,279,330
6	DLR	Digital Realty Trust, Inc.	8,497	$1,525,885
7	CCI	Crown Castle Inc.	12,931	$979,261
8	GLPI	Gaming & Leisure Properties, Inc.	19,621	$873,719

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,410,922	20,853	+60.3%	Shares	Other	2026-07-20
2026-03-31	$2,244,398	13,005	-44.0%	Shares	Other	2026-04-15
2025-12-31	$4,075,327	23,212	+60.6%	Shares	Other	2026-01-26
2025-09-30	$2,779,790	14,454	+12.1%	Shares	Other	2025-11-07
2025-06-30	$2,848,726	12,889	+57.5%	Shares	Sole	2025-07-22
2025-03-31	$1,781,273	8,186	+19.1%	Shares	Sole	2025-04-09
2024-12-31	$1,260,760	6,874	+184.6%	Shares	Sole	2025-01-15
2024-09-30	$561,632	2,415	-55.3%	Shares	Sole	2024-10-17
2024-06-30	$1,050,818	5,406	+6.9%	Shares	Sole	2024-08-13
2024-03-31	$999,410	5,058	+127.9%	Shares	Sole	2024-05-06
2023-12-31	$479,037	2,219	+9.1%	Shares	Sole	2024-02-06
2023-09-30	$334,326	2,033	-33.8%	Shares	Sole	2023-11-07
2023-06-30	$595,201	3,069	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.