Aprio Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1803519 ATLANTA, GA

Position in AMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,126,179

+$233,596 QoQ

Shares Held

6,885

+33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#810

of 1,735 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $4,791,060 across 7 REIT - Specialty names. AMT ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	1,262	$1,315,496
2	AMT	American Tower Corp /Ma/ This page	6,885	$1,126,179
3	IRM	Iron Mountain Inc	6,699	$846,150
4	DLR	Digital Realty Trust, Inc.	2,782	$499,591
5	CCI	Crown Castle Inc.	5,888	$445,898
6	SBAC	Sba Communications Corp	1,695	$299,099
7	WY	Weyerhaeuser Co	10,804	$258,647

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,126,179	6,885	+33.1%	Shares	Sole	2026-07-24
2026-03-31	$892,583	5,172	+77.7%	Shares	Sole	2026-05-11
2025-12-31	$510,908	2,910	-8.2%	Shares	Sole	2026-01-29
2025-09-30	$609,846	3,171	+47.1%	Shares	Sole	2025-11-12
2025-06-30	$476,298	2,155	+36.3%	Shares	Sole	2025-08-14
2025-03-31	$344,025	1,581	-16.3%	Shares	Sole	2025-05-15
2024-12-31	$346,644	1,890	-18.8%	Shares	Sole	2025-01-13
2024-09-30	$541,167	2,327	+20.1%	Shares	Sole	2024-10-08
2024-06-30	$376,514	1,937	+4.9%	Shares	Sole	2024-07-10
2024-03-31	$364,948	1,847	+86.0%	Shares	Sole	2024-04-10
2022-06-30	$253,800	993	0.0%	Shares	Sole	2022-07-26
2020-12-31	$222,888	993	—	Shares	Sole	2021-01-11
No filing history on record for this holder in this stock.