Soltis Investment Advisors LLC
Position in AMT — American Tower Corp /Ma/
CIK 1802530
ST. GEORGE, UT
Position in AMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,595,016
+$337,308 QoQ
Shares Held
58,660
+9.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#371
of 1,735 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,667,363 across 3 REIT - Specialty names. AMT ranks #1 (89.9% of the industry book) .
All Filings in AMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,595,016 | 58,660 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,257,708 | 53,643 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,752,468 | 44,156 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $7,804,537 | 40,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,632,378 | 39,057 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,022,912 | 36,870 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,431,821 | 35,068 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,466,579 | 36,406 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $8,378,166 | 43,102 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,416,346 | 42,595 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $9,371,566 | 43,411 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,919,706 | 35,997 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,088,015 | 26,235 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,855,447 | 13,974 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||