Symphony Financial, Ltd. Co.

Position in AMT — American Tower Corp /Ma/

CIK 1800687 HOUSTON, TX

Position in AMT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$400,746

+$125,309 QoQ

Shares Held

2,450

+53.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,103

of 1,740 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $1,616,083 across 4 REIT - Specialty names. AMT ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	3,401	$610,751
2	AMT	American Tower Corp /Ma/ This page	2,450	$400,746
3	IRM	Iron Mountain Inc	3,103	$391,939
4	EQIX	Equinix Inc	204	$212,647

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,746	2,450	+53.5%	Shares	Sole	2026-08-04
2026-03-31	$275,437	1,596	-31.6%	Shares	Sole	2026-05-01
2025-12-31	$409,604	2,333	+12.8%	Shares	Sole	2026-02-11
2025-09-30	$397,910	2,069	-39.3%	Shares	Sole	2025-10-31
2025-06-30	$753,899	3,411	+67.8%	Shares	Sole	2025-08-15
2024-12-31	$372,872	2,033	-6.9%	Shares	Sole	2025-01-24
2024-09-30	$507,678	2,183	-8.3%	Shares	Sole	2024-10-21
2024-06-30	$462,624	2,380	-1.2%	Shares	Sole	2024-07-18
2024-03-31	$475,994	2,409	+3.0%	Shares	Sole	2024-04-17
2023-12-31	$504,727	2,338	-10.8%	Shares	Sole	2024-01-18
2023-06-30	$508,122	2,620	+5.7%	Shares	Sole	2023-07-12
2023-03-31	$506,354	2,478	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$535,158	2,526	-3.4%	Shares	Sole	2023-01-26
2022-09-30	$561,655	2,616	-6.4%	Shares	Sole	2022-10-28
2022-06-30	$714,629	2,796	-40.6%	Shares	Sole	2022-07-18
2022-03-31	$1,181,990	4,705	+1.8%	Shares	Sole	2022-05-13
2021-09-30	$1,227,255	4,624	-14.6%	Shares	Sole	2021-10-12
2021-06-30	$1,462,808	5,415	-13.1%	Shares	Sole	2021-07-13
2021-03-31	$1,490,300	6,234	+2.7%	Shares	Sole	2021-04-15
2020-12-31	$1,362,023	6,068	-54.2%	Shares	Sole	2021-01-13
2020-09-30	$3,201,955	13,246	+14.7%	Shares	Sole	2020-10-09
2020-06-30	$2,984,844	11,545	+51.1%	Shares	Sole	2020-07-08
2020-03-31	$1,663,392	7,639	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.