Capital Analysts, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1624758 FORT WASHINGTON, PA

Position in AMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,306,024

-$100,061 QoQ

Shares Held

75,234

+4.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#326

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Real Estate · as of Jun 30, 2026

Capital Analysts, LLC holds $17,369,878 across 10 REIT - Specialty names. AMT ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	75,234	$12,306,024
2	EQIX	Equinix Inc	4,338	$4,521,886
3	DLR	Digital Realty Trust, Inc.	1,892	$339,764
4	WY	Weyerhaeuser Co	6,339	$151,755
5	CCI	Crown Castle Inc.	224	$16,963
6	OUT	OUTFRONT Media Inc.	348	$11,400
7	LAMR	Lamar Advertising Co/New	60	$9,358
8	IRM	Iron Mountain Inc	57	$7,199

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,306,024	75,234	+4.7%	Shares	Defined	2026-08-05
2026-03-31	$12,406,085	71,886	+4.8%	Shares	Defined	2026-05-14
2025-12-31	$12,043,047	68,594	+6.9%	Shares	Defined	2026-05-15
2025-09-30	$12,337,711	64,152	+9.1%	Shares	Defined	2025-11-14
2025-06-30	$12,994,428	58,793	+6.7%	Shares	Defined	2025-08-13
2025-03-31	$11,987,583	55,090	+8.3%	Shares	Defined	2025-05-14
2024-12-31	$9,331,349	50,877	+19.2%	Shares	Defined	2025-02-14
2024-09-30	$9,925,660	42,680	+1.8%	Shares	Defined	2024-11-13
2024-06-30	$8,151,130	41,934	-6.1%	Shares	Defined	2024-08-14
2024-03-31	$8,822,985	44,653	+3.1%	Shares	Defined	2024-05-14
2023-12-31	$9,351,921	43,320	+2.7%	Shares	Defined	2024-01-30
2023-09-30	$6,934,034	42,165	+11.6%	Shares	Defined	2023-11-13
2023-06-30	$7,326,277	37,776	+12.7%	Shares	Defined	2023-08-11
2023-03-31	$6,851,928	33,532	+7.0%	Shares	Defined	2023-05-05
2022-12-31	$6,639,056	31,337	+2.9%	Shares	Defined	2023-02-08
2022-09-30	$6,540,620	30,464	+5.4%	Shares	Defined	2022-11-14
2022-06-30	$7,384,250	28,891	+4.1%	Shares	Defined	2022-08-12
2022-03-31	$6,974,872	27,764	+8.8%	Shares	Defined	2022-05-12
2021-09-30	$6,771,405	25,513	+1.2%	Shares	Defined	2021-11-04
2021-06-30	$6,811,580	25,215	+4.2%	Shares	Defined	2021-11-15
2021-03-31	$5,783,100	24,191	+2.6%	Shares	Defined	2021-05-17
2020-12-31	$5,292,542	23,579	+4.0%	Shares	Sole	2021-02-16
2020-09-30	$5,480,019	22,670	-0.9%	Shares	Sole	2020-11-12
2020-06-30	$5,914,361	22,876	-4.9%	Shares	Sole	2020-08-07
2020-03-31	$5,238,847	24,059	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.