Pinnacle Wealth Planning Services, Inc.
Position in AMT — American Tower Corp /Ma/
CIK 1726752
MANSFIELD, OH
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$132,982
+$5,791 QoQ
Shares Held
813
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,429
of 1,735 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,651,084 across 14 REIT - Specialty names. AMT ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,519 | $452,362 | |
| 2 | EQIX |
Equinix Inc
|
300 | $312,717 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,590 | $248,008 | |
| 4 | CCI |
Crown Castle Inc.
|
2,230 | $168,877 | |
| 5 | AMT |
American Tower Corp /Ma/
This page
|
813 | $132,982 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
3,538 | $115,904 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,943 | $86,521 | |
| 8 | RYN |
Rayonier Inc
|
1,553 | $33,047 |
All Filings in AMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,982 | 813 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $127,191 | 737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $157,837 | 899 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $201,936 | 1,050 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $243,343 | 1,101 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $322,095 | 1,385 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $203,710 | 1,048 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $292,630 | 1,481 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $322,092 | 1,492 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $363,339 | 1,715 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $451,728 | 2,104 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $539,294 | 2,110 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $432,600 | 1,722 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $384,579 | 1,449 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $381,707 | 1,413 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $334,922 | 1,401 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $283,043 | 1,261 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $336,971 | 1,394 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $361,179 | 1,397 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $368,433 | 1,692 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||