Sound View Wealth Advisors Group, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1784777 SAVANNAH, GA

Position in AMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$252,061

-$27,173 QoQ

Shares Held

1,541

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,296

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Real Estate · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $5,085,184 across 3 REIT - Specialty names. AMT ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	16,204	$2,909,914
2	EQIX	Equinix Inc	1,845	$1,923,209
3	AMT	American Tower Corp /Ma/ This page	1,541	$252,061

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,061	1,541	-4.8%	Shares	Sole	2026-08-11
2026-03-31	$279,234	1,618	-0.1%	Shares	Sole	2026-05-06
2025-12-31	$284,247	1,619	-3.1%	Shares	Sole	2026-01-08
2025-09-30	$321,174	1,670	-3.7%	Shares	Sole	2025-11-10
2025-06-30	$383,248	1,734	+0.5%	Shares	Sole	2025-08-07
2025-03-31	$375,360	1,725	+0.4%	Shares	Sole	2025-05-08
2024-12-31	$315,098	1,718	+8.2%	Shares	Sole	2025-02-07
2024-09-30	$369,305	1,588	+15.2%	Shares	Sole	2024-11-12
2024-06-30	$267,855	1,378	-3.9%	Shares	Sole	2024-08-05
2024-03-31	$283,344	1,434	-15.5%	Shares	Sole	2024-05-09
2023-12-31	$366,564	1,698	-2.4%	Shares	Sole	2024-02-08
2023-09-30	$285,978	1,739	-50.2%	Shares	Sole	2023-11-07
2023-06-30	$676,656	3,489	+5.0%	Shares	Sole	2023-08-08
2023-03-31	$679,226	3,324	+95.8%	Shares	Sole	2023-05-12
2022-12-31	$359,738	1,698	+1.6%	Shares	Sole	2024-02-13
2022-09-30	$358,763	1,671	-5.6%	Shares	Sole	2022-11-08
2022-06-30	$452,649	1,771	-6.1%	Shares	Sole	2022-08-05
2022-03-31	$474,052	1,887	-5.5%	Shares	Sole	2022-05-11
2021-09-30	$529,758	1,996	-1.6%	Shares	Sole	2021-10-21
2021-06-30	$547,843	2,028	+2.3%	Shares	Sole	2021-07-21
2021-03-31	$473,816	1,982	-6.6%	Shares	Sole	2021-04-28
2020-12-31	$476,079	2,121	+17.9%	Shares	Sole	2021-02-02
2020-09-30	$434,872	1,799	+24.2%	Shares	Sole	2020-11-09
2020-06-30	$374,365	1,448	+1.8%	Shares	Sole	2020-08-07
2020-03-31	$309,858	1,423	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.