GREAT VALLEY ADVISOR GROUP, INC.
Position in AMT — American Tower Corp /Ma/
CIK 1769897
WILMINGTON, DE
Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,108,417
-$198,632 QoQ
Shares Held
12,890
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#659
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $3,049,780 across 3 REIT - Specialty names. AMT ranks #1 (69.1% of the industry book) .
All Filings in AMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,108,417 | 12,890 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,307,049 | 13,368 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,394,037 | 30,723 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,682,735 | 34,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,439,975 | 33,662 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,582,143 | 39,440 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,515,224 | 40,975 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $8,801,000 | 37,844 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,673,150 | 39,475 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,909,524 | 34,969 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,118,902 | 28,344 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,506,587 | 27,404 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,630,841 | 8,409 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,139,604 | 5,577 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,221,161 | 5,764 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,292,708 | 6,021 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,536,351 | 6,011 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,484,458 | 5,909 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $1,650,053 | 6,217 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,688,375 | 6,250 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,498,428 | 6,268 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,387,387 | 6,181 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,480,596 | 6,125 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,565,976 | 6,057 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,012,102 | 4,648 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||