Bay Harbor Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1767989 Hunt Valley, MD

Position in AMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$100,431

-$8,466 QoQ

Shares Held

614

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,443

of 1,735 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $102,622 across 3 REIT - Specialty names. AMT ranks #1 (97.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	614	$100,431
2	IRM	Iron Mountain Inc	17	$2,147
3	GLPI	Gaming & Leisure Properties, Inc.	1	$44

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,431	614	-2.7%	Shares	Other	2026-07-28
2026-03-31	$108,897	631	-0.6%	Shares	Other	2026-04-14
2025-12-31	$111,486	635	+807.1%	Shares	Other	2026-02-02
2023-06-30	$13,575	70	-27.1%	Shares	Other	2023-07-19
2023-03-31	$19,616	96	0.0%	Shares	Other	2023-05-03
2022-12-31	$20,338	96	0.0%	Shares	Other	2023-01-25
2022-09-30	$20,611	96	-24.4%	Shares	Other	2022-11-02
2022-06-30	$32,459	127	-24.0%	Shares	Other	2022-08-05
2022-03-31	$41,953	167	+9.2%	Shares	Other	2022-04-19
2021-09-30	$40,607	153	0.0%	Shares	Other	2021-11-24
2021-06-30	$41,331	153	+0.7%	Shares	Other	2021-07-28
2021-03-31	$36,337	152	+2.7%	Shares	Sole	2021-05-05
2020-12-31	$33,220	148	+0.7%	Shares	Other	2021-02-09
2020-09-30	$35,534	147	+15.7%	Shares	Other	2020-10-27
2020-06-30	$32,834	127	+13.4%	Shares	Other	2020-07-16
2020-03-31	$24,388	112	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.