SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in AMT — American Tower Corp /Ma/

CIK 1794153 MINNEAPOLIS, MN

Position in AMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$578,219

-$46,520 QoQ

Shares Held

3,535

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#997

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $4,235,376 across 4 REIT - Specialty names. AMT ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	99,353	$2,378,510
2	LAND	GLADSTONE LAND Corp	125,287	$1,068,698
3	AMT	American Tower Corp /Ma/ This page	3,535	$578,219
4	LAMR	Lamar Advertising Co/New	1,346	$209,949

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,219	3,535	-2.3%	Shares	Sole	2026-08-07
2026-03-31	$624,739	3,620	-0.5%	Shares	Sole	2026-05-08
2025-12-31	$639,074	3,640	+5.9%	Shares	Sole	2026-02-09
2025-09-30	$661,003	3,437	-1.8%	Shares	Sole	2025-11-07
2025-06-30	$773,570	3,500	-0.7%	Shares	Sole	2025-08-08
2025-03-31	$767,040	3,525	+4.4%	Shares	Sole	2025-05-02
2024-12-31	$619,008	3,375	+6.3%	Shares	Sole	2025-02-07
2024-09-30	$738,378	3,175	0.0%	Shares	Sole	2024-11-08
2024-06-30	$617,156	3,175	+11.6%	Shares	Sole	2024-08-02
2024-03-31	$562,143	2,845	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$610,940	2,830	0.0%	Shares	Sole	2024-02-05
2023-09-30	$465,393	2,830	0.0%	Shares	Sole	2023-11-03
2023-06-30	$548,850	2,830	+15.7%	Shares	Sole	2023-08-11
2023-03-31	$499,611	2,445	-0.4%	Shares	Sole	2023-04-27
2022-12-31	$520,116	2,455	0.0%	Shares	Sole	2023-02-09
2022-09-30	$527,088	2,455	0.0%	Shares	Sole	2022-11-04
2022-06-30	$627,473	2,455	0.0%	Shares	Sole	2022-08-09
2022-03-31	$616,745	2,455	-0.8%	Shares	Sole	2022-05-11
2021-09-30	$656,889	2,475	+5.3%	Shares	Sole	2021-10-21
2021-06-30	$634,829	2,350	+3.1%	Shares	Sole	2021-07-28
2021-03-31	$545,056	2,280	+1.6%	Shares	Sole	2021-05-07
2020-12-31	$503,912	2,245	+3.2%	Shares	Sole	2021-02-12
2020-09-30	$525,762	2,175	+16.0%	Shares	Sole	2020-11-03
2020-06-30	$484,762	1,875	0.0%	Shares	Sole	2020-07-15
2020-03-31	$408,281	1,875	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.