Global Retirement Partners, LLC
PensionPosition in AMT — American Tower Corp /Ma/
CIK 1749744
San Rafael, CA
Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,401,044
+$305,968 QoQ
Shares Held
14,679
+23.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#612
of 1,704 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $12,499,174 across 16 REIT - Specialty names. AMT ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
3,263 | $3,401,318 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,330 | $2,859,113 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
14,679 | $2,401,044 | |
| 4 | IRM |
Iron Mountain Inc
|
11,300 | $1,427,303 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,095 | $914,960 | |
| 6 | CCI |
Crown Castle Inc.
|
9,312 | $705,197 | |
| 7 | WY |
Weyerhaeuser Co
|
10,765 | $257,714 | |
| 8 | SBAC |
Sba Communications Corp
|
1,292 | $227,986 |
All Filings in AMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,401,044 | 14,679 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,095,076 | 11,933 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,008,590 | 10,444 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,242,026 | 10,144 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,440,868 | 7,856 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,862,805 | 8,010 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,491,283 | 7,672 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,075,679 | 5,444 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $987,003 | 4,572 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $795,609 | 4,838 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $720,293 | 3,714 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $389,676 | 1,907 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $363,128 | 1,714 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $310,026 | 1,444 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $383,640 | 1,501 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $337,388 | 1,343 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $295,401 | 1,113 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $326,599 | 1,209 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $313,885 | 1,313 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,727,893 | 7,698 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,962,364 | 8,118 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,885,790 | 7,294 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,641,399 | 7,538 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||