ELEVATION POINT WEALTH PARTNERS, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1744349
DENVER, CO
Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,582,866
-$274,612 QoQ
Shares Held
9,677
-10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#728
of 1,735 holders
Holding Since
Mar 2021
7 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,781,139 across 6 REIT - Specialty names. AMT ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
|
15,428 | $2,722,424 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
11,019 | $1,978,792 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
9,677 | $1,582,866 | |
| 4 | EPR |
Epr Properties
|
15,880 | $921,198 | |
| 5 | EQIX |
Equinix Inc
|
335 | $349,200 | |
| 6 | CCI |
Crown Castle Inc.
|
2,993 | $226,659 |
All Filings in AMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,582,866 | 9,677 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,857,478 | 10,763 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,208,799 | 6,885 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $872,748 | 4,538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,758 | 293 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $297,050 | 1,376 | Shares | Sole | 2024-02-13 | |
| 2021-03-31 | $994,250 | 4,159 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||