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Key Financial Inc

Position in AMT — American Tower Corp /Ma/

CIK 1801720 WEST CHESTER, PA

Position in AMT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$289,355
-$15,939 QoQ
Shares Held
1,769
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,241
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026

Key Financial Inc holds $366,560 across 7 REIT - Specialty names. AMT ranks #1 (78.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMT
American Tower Corp /Ma/
This page
1,769 $289,355

All Filings in AMT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $289,355 1,769
2026-03-31 $305,294 1,769
2025-12-31 $310,583 1,769
2025-09-30 $340,791 1,772
2025-06-30 $392,973 1,778
2025-03-31 $386,892 1,778
2024-12-31 $325,552 1,775
2024-09-30 $412,794 1,775
2024-06-30 $343,858 1,769
2024-03-31 $349,536 1,769
2023-12-31 $382,755 1,773
2023-09-30 $295,187 1,795
2023-06-30 $348,122 1,795
2023-03-31 $366,790 1,795
2022-12-31 $332,620 1,570
2022-09-30 $337,079 1,570
2022-06-30 $395,653 1,548
2022-03-31 $385,120 1,533
2021-09-30 $406,873 1,533
2021-06-30 $413,044 1,529
2021-03-31 $365,522 1,529
2020-12-31 $343,199 1,529
2020-09-30 $471,373 1,950
2020-06-30 $504,153 1,950
2020-03-31 $424,612 1,950