MISSION WEALTH MANAGEMENT, LP

Position in AMT — American Tower Corp /Ma/

CIK 1645382 Santa Barbara, CA

Position in AMT

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

Position Value

$4,370,753

+$4,007,645 QoQ

Shares Held

26,721

+1170.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#503

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $6,055,526 across 4 REIT - Specialty names. AMT ranks #1 (72.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	26,721	$4,370,753
2	IRM	Iron Mountain Inc	4,657	$588,225
3	EQIX	Equinix Inc	528	$550,381
4	WY	Weyerhaeuser Co	22,814	$546,167

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,370,753	26,721	+1170.0%	Shares	Sole	2026-07-20
2026-03-31	$363,108	2,104	-13.5%	Shares	Sole	2026-05-15
2025-12-31	$426,986	2,432	+7.8%	Shares	Sole	2026-02-05
2025-09-30	$433,873	2,256	-30.3%	Shares	Sole	2025-11-04
2025-06-30	$715,883	3,239	+6.3%	Shares	Sole	2025-08-05
2025-03-31	$663,244	3,048	+45.5%	Shares	Sole	2025-04-17
2024-12-31	$384,243	2,095	-1.2%	Shares	Sole	2025-02-06
2024-09-30	$493,259	2,121	+1.3%	Shares	Sole	2024-10-31
2024-06-30	$407,031	2,094	+16.4%	Shares	Sole	2024-08-05
2024-03-31	$355,464	1,799	+4.4%	Shares	Sole	2024-04-30
2023-12-31	$371,961	1,723	-17.4%	Shares	Sole	2024-02-05
2023-09-30	$343,042	2,086	+10.0%	Shares	Sole	2023-10-24
2023-06-30	$367,904	1,897	-2.6%	Shares	Sole	2023-08-04
2023-03-31	$397,849	1,947	-1.1%	Shares	Sole	2023-04-07
2022-12-31	$417,152	1,969	+9.2%	Shares	Sole	2023-02-02
2022-09-30	$387,104	1,803	-0.8%	Shares	Sole	2022-10-12
2022-06-30	$464,407	1,817	+16.4%	Shares	Sole	2022-07-27
2022-03-31	$392,154	1,561	+3.9%	Shares	Sole	2022-04-25
2021-09-30	$398,645	1,502	+10.5%	Shares	Sole	2021-11-05
2021-06-30	$367,120	1,359	+19.3%	Shares	Sole	2021-08-10
2021-03-31	$272,289	1,139	-1.8%	Shares	Sole	2021-05-10
2020-12-31	$260,373	1,160	-7.1%	Shares	Sole	2021-01-19
2020-09-30	$301,679	1,248	+8.7%	Shares	Sole	2020-10-16
2020-06-30	$296,803	1,148	-8.9%	Shares	Sole	2020-08-03
2020-03-31	$274,365	1,260	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.