BFSG, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1706836 IRVINE, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$37,621

+$1,552 QoQ

Shares Held

230

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,520

of 1,735 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BFSG, LLC holds $14,170,669 across 6 REIT - Specialty names. AMT ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	277,664	$6,647,276
2	RYN	Rayonier Inc	263,457	$5,606,364
3	EQIX	Equinix Inc	1,590	$1,657,400
4	LAMR	Lamar Advertising Co/New	1,147	$178,909
5	DLR	Digital Realty Trust, Inc.	240	$43,099
6	AMT	American Tower Corp /Ma/ This page	230	$37,621

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,621	230	+10.0%	Shares	Sole	2026-07-20
2026-03-31	$36,069	209	-2.8%	Shares	Sole	2026-04-29
2025-12-31	$37,747	215	-4.4%	Shares	Sole	2026-01-22
2025-09-30	$43,272	225	+12.5%	Shares	Sole	2025-10-29
2025-06-30	$44,204	200	0.0%	Shares	Sole	2025-07-15
2025-03-31	$43,520	200	0.0%	Shares	Sole	2025-04-18
2024-12-31	$36,682	200	0.0%	Shares	Sole	2025-01-31
2024-09-30	$46,512	200	0.0%	Shares	Sole	2024-10-16
2024-06-30	$38,876	200	0.0%	Shares	Sole	2024-07-29
2024-03-31	$39,518	200	0.0%	Shares	Sole	2024-04-23
2023-12-31	$43,176	200	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.