WEALTH ALLIANCE, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1793904 MELLVILLE, NY

Position in AMT

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

Position Value

$1,562,584

-$527,187 QoQ

Shares Held

9,553

-21.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#738

of 1,740 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,559,071 across 4 REIT - Specialty names. AMT ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	9,553	$1,562,584
2	EQIX	Equinix Inc	471	$490,965
3	IRM	Iron Mountain Inc	2,417	$305,291
4	DLR	Digital Realty Trust, Inc.	1,115	$200,231

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,584	9,553	-21.1%	Shares	Defined	2026-08-11
2026-03-31	$2,089,771	12,109	+163.5%	Shares	Defined	2026-05-14
2025-12-31	$806,744	4,595	-6.1%	Shares	Defined	2026-02-13
2025-09-30	$941,598	4,896	-3.7%	Shares	Defined	2025-11-07
2025-06-30	$1,123,444	5,083	+4.7%	Shares	Defined	2025-08-08
2025-03-31	$1,056,883	4,857	+24.3%	Shares	Defined	2025-05-05
2024-12-31	$716,949	3,909	-18.5%	Shares	Defined	2025-02-03
2024-09-30	$1,115,357	4,796	-3.5%	Shares	Defined	2024-11-04
2024-06-30	$966,457	4,972	-7.5%	Shares	Defined	2024-08-09
2024-03-31	$1,062,441	5,377	+18.5%	Shares	Defined	2024-05-10
2023-12-31	$979,447	4,537	+19.3%	Shares	Defined	2024-01-30
2023-09-30	$625,238	3,802	+186.3%	Shares	Defined	2023-11-09
2023-06-30	$257,552	1,328	+27.3%	Shares	Defined	2023-08-02
2023-03-31	$213,126	1,043	-20.2%	Shares	Defined	2023-05-11
2022-12-31	$276,900	1,307	-26.0%	Shares	Defined	2023-02-13
2022-09-30	$379,159	1,766	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$463,640	1,814	+8.4%	Shares	Defined	2022-10-11
2022-03-31	$420,290	1,673	+13.0%	Shares	Defined	2022-05-10
2021-09-30	$392,805	1,480	+3.4%	Shares	Defined	2021-11-12
2021-06-30	$386,570	1,431	+6.8%	Shares	Defined	2021-08-16
2021-03-31	$320,340	1,340	+32.8%	Shares	Defined	2021-05-18
2020-12-31	$226,480	1,009	—	Shares	Defined	2021-02-11
No filing history on record for this holder in this stock.