Beacon Pointe Advisors, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1744317 NEWPORT BEACH, CA

Position in AMT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$3,590,852

-$276,320 QoQ

Shares Held

21,953

-2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#533

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $15,596,161 across 9 REIT - Specialty names. AMT ranks #1 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	21,953	$3,590,852
2	DLR	Digital Realty Trust, Inc.	18,299	$3,286,134
3	FRMI	Fermi Inc.	211,002	$1,932,778
4	IRM	Iron Mountain Inc	13,845	$1,748,761
5	EQIX	Equinix Inc	1,373	$1,431,201
6	LAMR	Lamar Advertising Co/New	8,638	$1,347,355
7	SBAC	Sba Communications Corp	5,883	$1,038,114
8	WY	Weyerhaeuser Co	31,417	$752,122

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,590,852	21,953	-2.0%	Shares	Sole	2026-08-18
2026-03-31	$3,867,172	22,408	+70.4%	Shares	Sole	2026-05-15
2025-12-31	$2,309,096	13,152	+6.2%	Shares	Sole	2026-02-18
2025-09-30	$2,380,921	12,380	-38.8%	Shares	Sole	2025-11-14
2025-06-30	$4,473,444	20,240	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$4,426,419	20,342	+6.6%	Shares	Sole	2025-05-13
2024-12-31	$3,498,729	19,076	-7.2%	Shares	Sole	2025-02-14
2024-09-30	$4,780,270	20,555	-3.6%	Shares	Sole	2024-11-14
2024-06-30	$4,145,153	21,325	-7.6%	Shares	Sole	2024-08-12
2024-03-31	$4,558,598	23,071	-10.0%	Shares	Sole	2024-05-14
2023-12-31	$5,532,356	25,627	-6.9%	Shares	Sole	2024-02-08
2023-09-30	$4,525,499	27,519	+16.2%	Shares	Sole	2023-11-14
2023-06-30	$4,591,917	23,677	-9.5%	Shares	Sole	2023-08-14
2023-03-31	$5,348,190	26,173	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$5,477,640	25,855	+3.0%	Shares	Sole	2023-02-14
2022-09-30	$5,387,681	25,094	-4.3%	Shares	Sole	2022-11-09
2022-06-30	$6,701,314	26,219	-50.4%	Shares	Sole	2022-08-11
2022-03-31	$13,269,691	52,821	+107.1%	Shares	Sole	2022-05-17
2021-09-30	$6,769,282	25,505	+77.4%	Shares	Sole	2021-11-15
2021-06-30	$3,884,343	14,379	+165.1%	Shares	Sole	2021-08-17
2021-03-31	$1,296,900	5,425	+17.7%	Shares	Sole	2021-05-18
2020-12-31	$1,034,536	4,609	+257.8%	Shares	Sole	2021-02-12
2020-09-30	$311,348	1,288	-68.2%	Shares	Sole	2020-11-16
2020-06-30	$1,046,311	4,047	+24.3%	Shares	Sole	2020-08-14
2020-03-31	$708,993	3,256	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.