OneAscent Financial Services LLC
Position in AMT — American Tower Corp /Ma/
CIK 1780985
BIRMINGHAM, AL
Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$250,916
-$60,763 QoQ
Shares Held
1,534
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,299
of 1,735 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026OneAscent Financial Services LLC holds $809,050 across 2 REIT - Specialty names. AMT ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
3,108 | $558,134 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,534 | $250,916 |
All Filings in AMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,916 | 1,534 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $311,679 | 1,806 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $304,789 | 1,736 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,744 | 1,127 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $481,160 | 2,177 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $524,198 | 2,409 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $420,742 | 2,294 | Shares | Sole | 2025-02-12 | |
| 2021-09-30 | $316,634 | 1,193 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||