One Charles Private Wealth Services, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1800938
HINGHAM, MA
Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$323,050
-$18,140 QoQ
Shares Held
1,975
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,195
of 1,735 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026One Charles Private Wealth Services, LLC holds $2,159,344 across 2 REIT - Specialty names. AMT ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
14,538 | $1,836,294 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,975 | $323,050 |
All Filings in AMT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,050 | 1,975 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $341,190 | 1,977 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $347,101 | 1,977 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $391,371 | 2,035 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $455,522 | 2,061 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $455,436 | 2,093 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $405,336 | 2,210 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $582,330 | 2,504 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $492,170 | 2,532 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $491,999 | 2,490 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $534,734 | 2,477 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $377,741 | 2,297 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $505,019 | 2,604 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $522,293 | 2,556 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $467,151 | 2,205 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $343,090 | 1,598 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $336,356 | 1,316 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $307,744 | 1,225 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $310,529 | 1,170 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $295,803 | 1,095 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $256,730 | 993 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||