SIMON QUICK ADVISORS, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1692038 MORRISTOWN, NJ

Position in AMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,904,512

-$33,662 QoQ

Shares Held

17,757

+4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#580

of 1,735 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Real Estate · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $8,127,477 across 3 REIT - Specialty names. AMT ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	26,965	$4,842,374
2	AMT	American Tower Corp /Ma/ This page	17,757	$2,904,512
3	LAMR	Lamar Advertising Co/New	2,440	$380,591

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,904,512	17,757	+4.3%	Shares	Sole	2026-07-28
2026-03-31	$2,938,174	17,025	+41.2%	Shares	Sole	2026-05-06
2025-12-31	$2,117,549	12,061	-8.0%	Shares	Sole	2026-01-29
2025-09-30	$2,522,276	13,115	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$2,873,260	13,000	+663.8%	Shares	Sole	2025-10-08
2025-03-31	$370,355	1,702	+17.1%	Shares	Sole	2025-04-15
2024-12-31	$266,678	1,454	-20.3%	Shares	Sole	2025-01-17
2024-09-30	$424,189	1,824	+35.6%	Shares	Sole	2024-10-15
2024-06-30	$261,441	1,345	+14.4%	Shares	Sole	2024-08-02
2024-03-31	$232,365	1,176	-33.0%	Shares	Sole	2024-04-19
2023-12-31	$378,869	1,755	+777.5%	Shares	Sole	2024-01-16
2022-03-31	$50,244	200	-38.3%	Shares	Sole	2022-05-05
2021-09-30	$85,992	324	+55.0%	Shares	Sole	2021-10-27
2021-06-30	$56,459	209	+4.5%	Shares	Sole	2021-07-21
2021-03-31	$47,812	200	+7.0%	Shares	Sole	2021-05-06
2020-12-31	$41,974	187	-27.2%	Shares	Sole	2021-01-27
2020-09-30	$62,124	257	+37.4%	Shares	Sole	2020-10-26
2020-06-30	$48,346	187	+114.9%	Shares	Sole	2020-08-04
2020-03-31	$18,944	87	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.