Wealthcare Advisory Partners LLC

Position in AMT — American Tower Corp /Ma/

CIK 1683059 WEST CHESTER, PA

Position in AMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$231,778

-$83,698 QoQ

Shares Held

1,417

-22.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,337

of 1,735 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $2,049,012 across 5 REIT - Specialty names. AMT ranks #5 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	8,501	$1,073,761
2	EPR	Epr Properties	4,705	$272,937
3	CCI	Crown Castle Inc.	3,133	$237,262
4	DLR	Digital Realty Trust, Inc.	1,299	$233,274
5	AMT	American Tower Corp /Ma/ This page	1,417	$231,778

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,778	1,417	-22.5%	Shares	Sole	2026-07-09
2026-03-31	$315,476	1,828	-33.7%	Shares	Sole	2026-04-14
2025-12-31	$484,222	2,758	-2.4%	Shares	Sole	2026-01-14
2025-09-30	$543,688	2,827	-3.1%	Shares	Sole	2025-11-07
2025-06-30	$644,715	2,917	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$638,003	2,932	+5.1%	Shares	Sole	2025-04-15
2024-12-31	$511,530	2,789	+0.6%	Shares	Sole	2025-01-15
2024-09-30	$644,423	2,771	-18.1%	Shares	Sole	2024-11-04
2024-06-30	$657,587	3,383	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$681,883	3,451	+6.5%	Shares	Sole	2024-04-15
2023-12-31	$699,667	3,241	-0.4%	Shares	Sole	2024-02-06
2023-09-30	$534,955	3,253	+1.0%	Shares	Sole	2023-10-12
2023-06-30	$624,874	3,222	+9.6%	Shares	Sole	2023-07-17
2023-03-31	$600,759	2,940	+3.0%	Shares	Sole	2023-05-04
2022-12-31	$604,436	2,853	+18.1%	Shares	Sole	2023-02-13
2022-09-30	$518,500	2,415	+640.8%	Shares	Sole	2022-11-14
2021-03-31	$77,933	326	-20.1%	Shares	Sole	2021-04-30
2020-03-31	$88,842	408	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.