Strategic Wealth Partners, Ltd.

Position in AMT — American Tower Corp /Ma/

CIK 1720777 INDEPENDENCE, OH

Position in AMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$49,888

+$358 QoQ

Shares Held

305

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,500

of 1,740 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $13,767,945 across 8 REIT - Specialty names. AMT ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	75,563	$13,569,603
2	IRM	Iron Mountain Inc	525	$66,312
3	AMT	American Tower Corp /Ma/ This page	305	$49,888
4	LAMR	Lamar Advertising Co/New	249	$38,839
5	WY	Weyerhaeuser Co	1,052	$25,184
6	CCI	Crown Castle Inc.	139	$10,526
7	EPR	Epr Properties	75	$4,350
8	OUT	OUTFRONT Media Inc.	99	$3,243

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,888	305	+6.3%	Shares	Sole	2026-08-12
2026-03-31	$49,530	287	-0.7%	Shares	Sole	2026-05-12
2025-12-31	$50,739	289	+40.3%	Shares	Sole	2026-05-12
2025-09-30	$39,617	206	0.0%	Shares	Sole	2025-11-14
2025-06-30	$45,530	206	-90.1%	Shares	Sole	2025-08-11
2023-12-31	$449,678	2,083	-80.4%	Shares	Sole	2024-05-20
2023-09-30	$1,752,050	10,654	-9.3%	Shares	Sole	2024-05-20
2023-06-30	$2,278,988	11,751	+1101.5%	Shares	Sole	2024-05-20
2022-12-31	$207,199	978	-57.9%	Shares	Sole	2023-04-24
2020-12-31	$521,645	2,324	-15.2%	Shares	Sole	2021-02-18
2020-09-30	$662,581	2,741	-9.0%	Shares	Sole	2020-11-10
2020-06-30	$778,981	3,013	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.