West Branch Capital LLC

Position in AMT — American Tower Corp /Ma/

CIK 1738723 AMHERST, MA

Position in AMT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,178

-$16,846 QoQ

Shares Held

-65.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,644

of 1,735 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

West Branch Capital LLC holds $46,878 across 4 REIT - Specialty names. AMT ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	275	$34,735
2	AMT	American Tower Corp /Ma/ This page	50	$8,178
3	CCI	Crown Castle Inc.	50	$3,786
4	DLR	Digital Realty Trust, Inc.	1	$179

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,178	50	-65.5%	Shares	Sole	2026-07-10
2026-03-31	$25,024	145	0.0%	Shares	Sole	2026-04-14
2025-12-31	$25,457	145	0.0%	Shares	Sole	2026-01-16
2025-09-30	$27,886	145	0.0%	Shares	Sole	2025-10-21
2025-06-30	$32,047	145	-40.6%	Shares	Sole	2025-07-16
2025-03-31	$53,094	244	0.0%	Shares	Sole	2025-04-16
2024-12-31	$44,752	244	0.0%	Shares	Sole	2025-01-17
2024-09-30	$56,744	244	-10.0%	Shares	Sole	2024-10-18
2024-06-30	$52,676	271	-8.1%	Shares	Sole	2024-07-26
2024-03-31	$58,289	295	-8.1%	Shares	Sole	2024-04-24
2023-12-31	$69,297	321	+8.8%	Shares	Sole	2024-01-19
2023-09-30	$48,512	295	-1.7%	Shares	Sole	2023-10-20
2023-06-30	$58,182	300	0.0%	Shares	Sole	2023-08-07
2023-03-31	$61,302	300	0.0%	Shares	Sole	2023-04-20
2022-12-31	$63,558	300	0.0%	Shares	Sole	2023-01-27
2022-09-30	$64,410	300	0.0%	Shares	Sole	2022-10-19
2022-06-30	$76,677	300	0.0%	Shares	Sole	2022-07-28
2022-03-31	$75,366	300	+3.4%	Shares	Sole	2022-05-03
2021-09-30	$76,968	290	0.0%	Shares	Sole	2021-11-09
2021-06-30	$78,340	290	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.