Patriot Financial Group Insurance Agency, LLC
InsurancePosition in AMT — American Tower Corp /Ma/
CIK 1694883
Westborough, MA
Position in AMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,019,695
-$984,303 QoQ
Shares Held
6,234
-46.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#843
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $2,632,840 across 2 REIT - Specialty names. AMT ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
10,342 | $1,613,145 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
6,234 | $1,019,695 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,695 | 6,234 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,003,998 | 11,612 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $867,491 | 4,941 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $815,629 | 4,241 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,018,239 | 4,607 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $994,649 | 4,571 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $831,030 | 4,531 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,022,798 | 4,398 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $646,702 | 3,327 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $577,357 | 2,922 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $376,926 | 1,746 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $475,096 | 2,889 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $580,074 | 2,991 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $728,063 | 3,563 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $723,501 | 3,415 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $574,322 | 2,675 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $721,274 | 2,822 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $757,679 | 3,016 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $348,217 | 1,312 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $344,158 | 1,274 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $261,292 | 1,093 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $243,314 | 1,084 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $577,976 | 2,391 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $684,872 | 2,649 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $299,188 | 1,374 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||