LEVEL FOUR ADVISORY SERVICES, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1696715 DALLAS, TX

Position in AMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,188,180

-$186,580 QoQ

Shares Held

37,832

+2.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#445

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $9,048,583 across 6 REIT - Specialty names. AMT ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	37,832	$6,188,180
2	IRM	Iron Mountain Inc	10,437	$1,318,297
3	EQIX	Equinix Inc	773	$805,767
4	DLR	Digital Realty Trust, Inc.	1,478	$265,419
5	WY	Weyerhaeuser Co	11,054	$264,632
6	CCI	Crown Castle Inc.	2,724	$206,288

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,188,180	37,832	+2.4%	Shares	Sole	2026-08-10
2026-03-31	$6,374,760	36,938	+21.0%	Shares	Sole	2026-05-14
2025-12-31	$5,358,571	30,521	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$5,696,326	29,619	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$6,536,003	29,572	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$6,360,230	29,229	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$5,370,244	29,280	+2.2%	Shares	Sole	2025-02-12
2024-09-30	$6,664,937	28,659	+8.6%	Shares	Sole	2024-11-14
2024-06-30	$5,131,826	26,401	+512.8%	Shares	Sole	2024-08-09
2024-03-31	$851,217	4,308	0.0%	Shares	Sole	2024-05-13
2023-12-31	$930,011	4,308	+17.0%	Shares	Sole	2024-02-08
2023-09-30	$605,340	3,681	-30.2%	Shares	Sole	2023-11-13
2023-06-30	$1,022,063	5,270	+1.5%	Shares	Sole	2023-07-10
2023-03-31	$1,060,933	5,192	+40.4%	Shares	Sole	2023-06-05
2022-12-31	$783,670	3,699	+21.2%	Shares	Sole	2023-02-13
2022-09-30	$655,264	3,052	+24.3%	Shares	Sole	2022-11-07
2022-06-30	$627,729	2,456	-10.0%	Shares	Sole	2022-08-08
2022-03-31	$685,830	2,730	+92.4%	Shares	Sole	2022-05-10
2021-09-30	$376,616	1,419	-61.9%	Shares	Sole	2021-10-12
2021-06-30	$1,004,920	3,720	-11.1%	Shares	Sole	2021-08-09
2021-03-31	$1,000,466	4,185	+1.7%	Shares	Sole	2021-05-10
2020-12-31	$923,428	4,114	-5.1%	Shares	Sole	2021-02-10
2020-09-30	$1,047,657	4,334	-23.7%	Shares	Sole	2020-11-02
2020-06-30	$1,467,990	5,678	-3.5%	Shares	Sole	2020-08-17
2020-03-31	$1,281,023	5,883	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.