Verdence Capital Advisors LLC

Position in AMT — American Tower Corp /Ma/

CIK 1719305 HUNT VALLEY, MD

Position in AMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,658,599

-$167,124 QoQ

Shares Held

10,140

-4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#716

of 1,735 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Real Estate · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,764,704 across 5 REIT - Specialty names. AMT ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	10,140	$1,658,599
2	IRM	Iron Mountain Inc	9,914	$1,252,237
3	EPR	Epr Properties	13,845	$803,148
4	EQIX	Equinix Inc	563	$586,865
5	DLR	Digital Realty Trust, Inc.	2,583	$463,855

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,658,599	10,140	-4.1%	Shares	Sole	2026-07-29
2026-03-31	$1,825,723	10,579	+499.0%	Shares	Sole	2026-04-30
2025-12-31	$310,056	1,766	-17.8%	Shares	Sole	2026-01-29
2025-09-30	$413,103	2,148	-3.4%	Shares	Sole	2025-10-29
2025-06-30	$491,548	2,224	+9.8%	Shares	Sole	2025-07-25
2025-03-31	$440,857	2,026	+1.0%	Shares	Sole	2025-05-02
2024-12-31	$367,737	2,005	+6.5%	Shares	Sole	2025-02-06
2024-09-30	$437,910	1,883	-0.7%	Shares	Sole	2024-11-01
2024-06-30	$368,544	1,896	+1.4%	Shares	Sole	2024-07-25
2024-03-31	$369,493	1,870	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$403,047	1,867	-9.5%	Shares	Sole	2024-02-01
2023-09-30	$339,260	2,063	+18.4%	Shares	Sole	2023-10-25
2023-06-30	$338,037	1,743	+8.9%	Shares	Sole	2023-07-31
2023-03-31	$326,944	1,600	+1.2%	Shares	Sole	2023-04-24
2022-12-31	$334,950	1,581	-18.5%	Shares	Sole	2023-01-23
2022-09-30	$416,518	1,940	+44.9%	Shares	Sole	2022-11-15
2022-06-30	$342,235	1,339	+3.3%	Shares	Sole	2022-08-08
2022-03-31	$325,581	1,296	-7.2%	Shares	Sole	2022-05-02
2021-09-30	$370,512	1,396	+1.0%	Shares	Sole	2021-11-12
2021-06-30	$373,333	1,382	+2.1%	Shares	Sole	2021-08-06
2021-03-31	$323,687	1,354	+0.8%	Shares	Sole	2021-05-11
2020-12-31	$301,449	1,343	+43.0%	Shares	Sole	2021-02-12
2020-09-30	$226,984	939	-3.9%	Shares	Sole	2020-11-09
2020-06-30	$252,593	977	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.