Shepherd Financial Partners LLC
Position in AMT — American Tower Corp /Ma/
CIK 1696628
WINCHESTER, MA
Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$287,228
-$21,172 QoQ
Shares Held
1,756
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,246
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Shepherd Financial Partners LLC holds $1,845,802 across 2 REIT - Specialty names. AMT ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
8,679 | $1,558,574 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,756 | $287,228 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,228 | 1,756 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $308,400 | 1,787 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $320,766 | 1,827 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $353,676 | 1,839 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $451,764 | 2,044 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $451,084 | 2,073 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $380,942 | 2,077 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $509,306 | 2,190 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $405,087 | 2,084 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $586,051 | 2,966 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $678,079 | 3,141 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $513,248 | 3,121 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,140,173 | 5,879 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,192,119 | 5,834 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,284,930 | 6,065 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,524,370 | 7,100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,841,014 | 7,203 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,806,271 | 7,190 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $2,699,485 | 10,171 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,138,486 | 11,618 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,686,556 | 11,238 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,531,490 | 6,823 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,561,092 | 6,458 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,189,801 | 4,602 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $972,253 | 4,465 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||