LifeSteps Financial, Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1801373 CLAREMONT, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,453

-$21,257 QoQ

Shares Held

-87.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,696

of 1,735 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $16,528 across 4 REIT - Specialty names. AMT ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	80	$10,104
2	GLPI	Gaming & Leisure Properties, Inc.	65	$2,894
3	AMT	American Tower Corp /Ma/ This page	15	$2,453
4	DLR	Digital Realty Trust, Inc.	6	$1,077

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,453	15	-87.5%	Shares	Sole	2026-07-17
2024-03-31	$23,710	120	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.