Dakota Wealth Management
Position in AMT — American Tower Corp /Ma/
CIK 1631353
PALM BEACH GARDENS, FL
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,070,729
+$575,597 QoQ
Shares Held
6,546
+128.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#830
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Dakota Wealth Management holds $9,615,175 across 4 REIT - Specialty names. AMT ranks #3 (11.1% of the industry book) .
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,729 | 6,546 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $495,132 | 2,869 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $629,067 | 3,583 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $863,516 | 4,490 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,579,745 | 11,672 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,615,987 | 12,022 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,522,987 | 13,756 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,674,448 | 15,800 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $4,073,816 | 20,958 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,509,000 | 17,759 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,252,663 | 15,067 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,662,917 | 10,112 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,276,079 | 11,736 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $2,303,728 | 11,274 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,955,255 | 9,229 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,582,768 | 7,372 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,564,977 | 6,123 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $919,715 | 3,661 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $675,998 | 2,547 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $514,076 | 1,903 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $454,931 | 1,903 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $419,740 | 1,870 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $443,332 | 1,834 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $451,668 | 1,747 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $354,278 | 1,627 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||