Sound Income Strategies, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1730960
Ft Lauderdale, FL
Position in AMT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$75,244
-$2,884 QoQ
Shares Held
436
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $38,727,644 across 13 REIT - Specialty names. AMT ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
107,212 | $19,320,674 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
426,881 | $18,940,709 | |
| 3 | IRM |
Iron Mountain Inc
|
2,084 | $212,859 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
436 | $75,244 | |
| 5 | WY |
Weyerhaeuser Co
|
2,742 | $66,987 | |
| 6 | CCI |
Crown Castle Inc.
|
515 | $41,874 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
250 | $31,665 | |
| 8 | EPR |
Epr Properties
|
335 | $16,736 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,244 | 436 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $78,128 | 445 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $78,274 | 407 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $109,404 | 495 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $186,700 | 858 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $159,933 | 872 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $198,838 | 855 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $165,223 | 850 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $174,274 | 882 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $165,579 | 767 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $33,547 | 204 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $39,563 | 204 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $49,041 | 240 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $50,846 | 240 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $45,301 | 211 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $31,948 | 125 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $31,402 | 125 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $28,664 | 108 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $42,682 | 158 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $17,451 | 73 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $23,792 | 106 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $25,623 | 106 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $27,405 | 106 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $23,081 | 106 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||