Golden State Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1776033 SANTA ANA, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$96,179

-$31,357 QoQ

Shares Held

588

-20.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,447

of 1,735 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $194,189 across 6 REIT - Specialty names. AMT ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	588	$96,179
2	EQIX	Equinix Inc	46	$47,949
3	DLR	Digital Realty Trust, Inc.	217	$38,968
4	WY	Weyerhaeuser Co	275	$6,583
5	LAMR	Lamar Advertising Co/New	21	$3,275
6	SBAC	Sba Communications Corp	7	$1,235

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,179	588	-20.4%	Shares	Sole	2026-07-22
2026-03-31	$127,536	739	-1.1%	Shares	Sole	2026-04-28
2025-12-31	$131,150	747	-6.7%	Shares	Sole	2026-02-13
2025-09-30	$154,048	801	+29.4%	Shares	Sole	2025-11-03
2025-06-30	$136,811	619	+67.8%	Shares	Sole	2025-08-06
2025-03-31	$80,294	369	+23.0%	Shares	Sole	2025-04-24
2024-12-31	$55,023	300	-89.8%	Shares	Sole	2025-01-28
2022-03-31	$739,842	2,945	+12.1%	Shares	Sole	2022-05-19
2021-09-30	$696,966	2,626	+1.0%	Shares	Sole	2021-11-15
2021-06-30	$702,364	2,600	+86.0%	Shares	Sole	2021-08-12
2020-12-31	$313,795	1,398	+15.6%	Shares	Sole	2021-01-28
2020-06-30	$312,574	1,209	+437.3%	Shares	Sole	2020-08-13
2020-03-31	$48,993	225	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.