Sargent Investment Group, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1766157 BETHESDA, MD

Position in AMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$328,939

-$17,256 QoQ

Shares Held

2,011

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,181

of 1,735 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sargent Investment Group, LLC holds $16,987,080 across 2 REIT - Specialty names. AMT ranks #2 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc	131,883	$16,658,141
2	AMT	American Tower Corp /Ma/ This page	2,011	$328,939

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,939	2,011	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$346,195	2,006	+12.5%	Shares	Sole	2026-05-11
2025-12-31	$313,041	1,783	-57.4%	Shares	Sole	2026-02-13
2025-06-30	$925,410	4,187	+195.5%	Shares	Sole	2025-08-14
2025-03-31	$308,339	1,417	-11.8%	Shares	Sole	2025-05-05
2024-12-31	$294,556	1,606	+2.0%	Shares	Sole	2025-01-27
2024-09-30	$366,282	1,575	+1.0%	Shares	Sole	2024-11-06
2024-06-30	$303,038	1,559	+0.9%	Shares	Sole	2024-08-09
2024-03-31	$305,276	1,545	-5.7%	Shares	Sole	2024-05-10
2023-12-31	$353,827	1,639	+8.8%	Shares	Sole	2024-02-05
2023-09-30	$247,661	1,506	+35.6%	Shares	Sole	2023-11-13
2023-03-31	$227,021	1,111	+2.9%	Shares	Sole	2023-05-02
2022-12-31	$228,808	1,080	0.0%	Shares	Sole	2023-01-31
2022-09-30	$231,876	1,080	0.0%	Shares	Sole	2022-10-27
2022-06-30	$276,037	1,080	0.0%	Shares	Sole	2022-07-26
2022-03-31	$271,317	1,080	-3.1%	Shares	Sole	2022-05-06
2021-09-30	$295,932	1,115	+45.8%	Shares	Sole	2021-11-12
2021-06-30	$206,657	765	—	Shares	Sole	2021-08-05
No filing history on record for this holder in this stock.