WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1632972
PLYMOUTH, MN
Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,263,936
-$15,511,653 QoQ
Shares Held
129,999
-39.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#249
of 1,735 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $80,055,535 across 16 REIT - Specialty names. AMT ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
129,999 | $21,263,936 | |
| 2 | EQIX |
Equinix Inc
|
14,338 | $14,945,787 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,981 | $14,503,176 | |
| 4 | IRM |
Iron Mountain Inc
|
61,836 | $7,810,505 | |
| 5 | CCI |
Crown Castle Inc.
|
71,597 | $5,422,040 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
21,810 | $3,916,639 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,224 | $3,438,784 | |
| 8 | EPR |
Epr Properties
|
46,194 | $2,679,713 |
All Filings in AMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,263,936 | 129,999 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $36,775,589 | 213,093 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $35,810,661 | 203,968 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $53,304,372 | 277,165 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $64,262,007 | 290,752 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $60,173,580 | 276,533 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $50,497,908 | 275,328 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $65,690,990 | 282,469 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $54,426,205 | 279,999 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $49,230,536 | 249,155 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $48,352,370 | 223,978 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $38,480,477 | 233,995 | Shares | Sole | 2023-11-13 | |
| 2020-09-30 | $2,345,506 | 9,703 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $3,495,540 | 16,053 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||