Marks Group Wealth Management, Inc
Position in AMT — American Tower Corp /Ma/
CIK 1802473
MINNETONKA, MN
Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,884,489
-$30,458 QoQ
Shares Held
11,521
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#687
of 1,735 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $3,397,806 across 2 REIT - Specialty names. AMT ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
11,521 | $1,884,489 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
9,702 | $1,513,317 |
All Filings in AMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,884,489 | 11,521 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,914,947 | 11,096 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,000,620 | 11,395 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,601,255 | 8,326 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,779,652 | 8,052 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,811,519 | 8,325 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,475,716 | 8,046 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $1,892,805 | 8,139 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,598,581 | 8,224 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,073,307 | 5,432 | Shares | Other | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||