EverSource Wealth Advisors, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1710537
BIRMINGHAM, AL
Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$716,103
+$176,969 QoQ
Shares Held
4,378
+40.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#941
of 1,735 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $3,251,197 across 16 REIT - Specialty names. AMT ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
4,378 | $716,103 | |
| 2 | EQIX |
Equinix Inc
|
683 | $711,946 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,513 | $391,973 | |
| 4 | IRM |
Iron Mountain Inc
|
2,884 | $364,274 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,935 | $347,484 | |
| 6 | EPR |
Epr Properties
|
2,464 | $142,934 | |
| 7 | WY |
Weyerhaeuser Co
|
4,797 | $114,835 | |
| 8 | CCI |
Crown Castle Inc.
|
1,476 | $111,773 |
All Filings in AMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,103 | 4,378 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $539,134 | 3,124 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $677,519 | 3,859 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $338,095 | 1,758 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $636,977 | 2,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $434,763 | 1,998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $358,196 | 1,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $235,814 | 1,014 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $181,742 | 935 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $179,211 | 907 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $157,805 | 731 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $106,232 | 646 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $122,763 | 633 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $173,074 | 847 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $207,832 | 981 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $297,144 | 1,384 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $332,265 | 1,300 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $491,887 | 1,958 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||