Sowell Financial Services LLC

Position in AMT — American Tower Corp /Ma/

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AMT

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

Position Value

$405,326

+$1,834 QoQ

Shares Held

2,478

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,097

of 1,735 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,868,578 across 5 REIT - Specialty names. AMT ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	83,836	$2,007,033
2	GLPI	Gaming & Leisure Properties, Inc.	18,408	$819,708
3	IRM	Iron Mountain Inc	3,364	$424,906
4	AMT	American Tower Corp /Ma/ This page	2,478	$405,326
5	EQIX	Equinix Inc	203	$211,605

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,326	2,478	+6.0%	Shares	Sole	2026-07-20
2026-03-31	$403,492	2,338	+6.0%	Shares	Sole	2026-04-20
2025-12-31	$387,307	2,206	-30.6%	Shares	Sole	2026-01-21
2025-09-30	$611,577	3,180	-36.1%	Shares	Sole	2025-10-17
2025-06-30	$1,100,237	4,978	-27.5%	Shares	Sole	2025-07-14
2025-03-31	$1,494,259	6,867	-34.4%	Shares	Sole	2025-04-17
2024-03-31	$2,067,779	10,465	-8.4%	Shares	Sole	2024-05-03
2023-12-31	$2,466,429	11,425	-4.4%	Shares	Sole	2024-01-24
2023-09-30	$1,965,506	11,952	-6.3%	Shares	Sole	2023-11-08
2023-06-30	$2,473,510	12,754	+46.2%	Shares	Sole	2023-08-14
2023-03-31	$1,782,253	8,722	-27.8%	Shares	Sole	2023-05-12
2022-12-31	$2,560,751	12,087	-34.9%	Shares	Sole	2023-02-09
2021-09-30	$4,929,725	18,574	-27.2%	Shares	Sole	2021-11-04
2021-06-30	$6,888,029	25,498	-12.1%	Shares	Sole	2021-08-05
2021-03-31	$6,933,935	29,005	+159.4%	Shares	Sole	2021-05-07
2020-12-31	$2,509,462	11,180	+26.6%	Shares	Sole	2021-01-13
2020-09-30	$2,134,959	8,832	+1.4%	Shares	Sole	2020-11-12
2020-06-30	$2,251,624	8,709	+11.2%	Shares	Sole	2020-08-13
2020-03-31	$1,704,982	7,830	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.