Kingsview Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1791965 GRANTS PASS, OR

Back to AMT Full portfolio

Position in AMT

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$3,373,467

-$6,105,834 QoQ

Shares Held

20,624

-62.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#552

of 1,740 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)

Derivatives in AMT

reported options exposure · as of Sep 30, 2020

CallValue

$96,692

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $5,391,020 across 6 REIT - Specialty names. AMT ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	20,624	$3,373,467
2	DLR	Digital Realty Trust, Inc.	3,478	$624,579
3	IRM	Iron Mountain Inc	4,265	$538,712
4	EQIX	Equinix Inc	478	$498,262
5	EPR	Epr Properties	3,531	$204,833
6	FRMI	Fermi Inc.	16,503	$151,167

All Filings in AMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,373,467	20,624	-62.5%	Shares	Sole	2026-08-19
2026-03-31	$9,479,301	54,927	+7.9%	Shares	Defined	2026-05-12
2025-12-31	$8,933,527	50,883	+15.0%	Shares	Defined	2026-02-09
2025-09-30	$8,507,658	44,237	+3.2%	Shares	Sole	2025-11-12
2025-06-30	$9,476,674	42,877	-9.3%	Shares	Defined	2025-08-08
2025-03-31	$10,290,738	47,292	-72.3%	Shares	Defined	2025-05-02
2024-12-31	$31,346,419	170,909	+19.0%	Shares	Defined	2025-01-28
2024-09-30	$33,409,103	143,658	+5.1%	Shares	Defined	2024-11-12
2024-06-30	$26,568,635	136,684	+254.8%	Shares	Defined	2024-08-14
2024-03-31	$7,612,747	38,528	+13.8%	Shares	Sole	2024-05-09
2023-12-31	$7,311,423	33,868	-5.9%	Shares	Defined	2024-02-08
2023-09-30	$5,916,910	35,980	+12.2%	Shares	Defined	2023-11-07
2023-06-30	$6,220,431	32,074	+3.8%	Shares	Defined	2023-08-10
2023-03-31	$6,314,310	30,901	+2.0%	Shares	Defined	2023-05-15
2022-12-31	$6,417,450	30,291	-42.3%	Shares	Defined	2023-02-13
2022-09-30	$11,271,535	52,499	+7.6%	Shares	Defined	2022-11-15
2022-06-30	$12,475,602	48,811	+209.2%	Shares	Defined	2022-08-16
2022-03-31	$3,966,010	15,787	+15.5%	Shares	Sole	2024-02-08
2021-09-30	$3,627,093	13,666	+3.8%	Shares	Sole	2021-12-03
2021-06-30	$3,557,203	13,168	-20.1%	Shares	Sole	2021-08-17
2021-03-31	$3,939,708	16,480	+18.9%	Shares	Defined	2021-05-24
2020-12-31	$3,111,464	13,862	+69.7%	Shares	Sole	2021-02-16
2020-09-30	$1,974,692	8,169	-2.2%	Shares	Sole	2020-11-19
2020-09-30	$96,692	400	—	Call	Sole	2020-11-19
2020-06-30	$2,158,550	8,349	-11.5%	Shares	Sole	2020-08-14
2020-03-31	$2,053,818	9,432	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.