Claro Advisors Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1764386 BOSTON, MA

Position in AMT

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

Position Value

$276,924

+$38,246 QoQ

Shares Held

1,693

+22.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,269

of 1,735 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Claro Advisors Inc. holds $2,395,269 across 2 REIT - Specialty names. AMT ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc	16,771	$2,118,345
2	AMT	American Tower Corp /Ma/ This page	1,693	$276,924

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,924	1,693	+22.4%	Shares	Sole	2026-07-30
2026-03-31	$238,678	1,383	-6.8%	Shares	Sole	2026-04-21
2025-12-31	$260,545	1,484	+30.7%	Shares	Sole	2026-02-17
2025-09-30	$218,283	1,135	-14.5%	Shares	Sole	2025-11-12
2025-06-30	$293,514	1,328	-38.6%	Shares	Sole	2025-08-05
2025-03-31	$470,451	2,162	+42.4%	Shares	Sole	2025-05-12
2024-12-31	$278,416	1,518	-10.2%	Shares	Sole	2025-01-13
2024-09-30	$393,258	1,691	+2.2%	Shares	Sole	2024-11-07
2024-06-30	$321,698	1,655	+33.4%	Shares	Sole	2024-07-31
2024-03-31	$245,209	1,241	+16.5%	Shares	Sole	2024-04-18
2023-12-31	$229,912	1,065	-2.7%	Shares	Sole	2024-01-22
2023-06-30	$212,364	1,095	-6.2%	Shares	Sole	2023-08-08
2023-03-31	$238,669	1,168	+11.3%	Shares	Sole	2023-04-17
2022-12-31	$222,241	1,049	+1.1%	Shares	Sole	2023-03-13
2022-09-30	$222,858	1,038	0.0%	Shares	Sole	2022-11-18
2022-06-30	$265,302	1,038	+13.6%	Shares	Sole	2022-08-12
2022-03-31	$229,615	914	+0.8%	Shares	Sole	2022-05-16
2021-09-30	$240,726	907	+2.0%	Shares	Sole	2021-11-15
2021-06-30	$240,154	889	+5.8%	Shares	Sole	2021-08-13
2021-03-31	$200,810	840	+1.9%	Shares	Sole	2021-05-17
2020-06-30	$213,036	824	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.