Dynamic Wealth Strategies, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1812853
GRANITE BAY, CA
Position in AMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$80,803
-$16,704 QoQ
Shares Held
494
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,462
of 1,735 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $321,329 across 7 REIT - Specialty names. AMT ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
494 | $80,803 | |
| 2 | EQIX |
Equinix Inc
|
77 | $80,264 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
346 | $62,134 | |
| 4 | IRM |
Iron Mountain Inc
|
300 | $37,893 | |
| 5 | WY |
Weyerhaeuser Co
|
979 | $23,437 | |
| 6 | RYN |
Rayonier Inc
|
900 | $19,152 | |
| 7 | SBAC |
Sba Communications Corp
|
100 | $17,646 |
All Filings in AMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,803 | 494 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $97,507 | 565 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $81,815 | 466 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $70,581 | 367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $67,632 | 306 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $90,521 | 416 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $37,674 | 162 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,967 | 77 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,214 | 77 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,372 | 99 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||