Advisor OS, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1767580 CHICAGO, IL

Position in AMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,285,494

+$833,509 QoQ

Shares Held

7,859

+200.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#785

of 1,735 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Advisor OS, LLC holds $2,037,769 across 3 REIT - Specialty names. AMT ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	7,859	$1,285,494
2	EPR	Epr Properties	6,621	$384,083
3	IRM	Iron Mountain Inc	2,915	$368,192

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,494	7,859	+200.1%	Shares	Sole	2026-08-05
2026-03-31	$451,985	2,619	-14.8%	Shares	Sole	2026-05-08
2025-12-31	$539,875	3,075	+188.5%	Shares	Sole	2026-02-04
2025-09-30	$205,011	1,066	-14.5%	Shares	Sole	2025-11-12
2025-06-30	$275,610	1,247	-16.7%	Shares	Sole	2025-08-14
2025-03-31	$325,745	1,497	+25.4%	Shares	Sole	2025-05-06
2024-12-31	$218,987	1,194	+15.4%	Shares	Sole	2025-02-05
2024-09-30	$240,697	1,035	-81.1%	Shares	Sole	2024-11-04
2024-03-31	$1,083,581	5,484	-7.4%	Shares	Sole	2024-05-09
2023-12-31	$1,278,222	5,921	-25.0%	Shares	Sole	2024-02-08
2023-09-30	$1,298,001	7,893	+5.0%	Shares	Sole	2023-11-03
2023-06-30	$1,458,426	7,520	+18.5%	Shares	Sole	2023-08-08
2023-03-31	$1,296,942	6,347	+2.2%	Shares	Sole	2023-04-25
2022-12-31	$1,316,282	6,213	+17.9%	Shares	Sole	2023-02-01
2022-09-30	$1,131,252	5,269	-13.3%	Shares	Sole	2022-11-04
2022-06-30	$1,553,729	6,079	-2.2%	Shares	Sole	2022-08-02
2022-03-31	$1,561,330	6,215	-19.6%	Shares	Sole	2022-05-11
2021-09-30	$2,051,350	7,729	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$2,070,891	7,666	+24.1%	Shares	Sole	2021-08-10
2021-03-31	$1,476,192	6,175	+4.4%	Shares	Other	2021-05-13
2020-12-31	$1,327,680	5,915	+49.6%	Shares	Sole	2021-02-10
2020-09-30	$955,558	3,953	+82.7%	Shares	Sole	2020-11-12
2020-06-30	$559,480	2,164	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.