Concord Wealth Partners

Position in AMT — American Tower Corp /Ma/

CIK 1814214 ABINGDON, VA

Position in AMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$163,079

-$11,613 QoQ

Shares Held

997

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,417

of 1,735 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Concord Wealth Partners holds $192,043 across 4 REIT - Specialty names. AMT ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	997	$163,079
2	DLR	Digital Realty Trust, Inc.	68	$12,211
3	LAMR	Lamar Advertising Co/New	74	$11,542
4	EQIX	Equinix Inc	5	$5,211

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,079	997	+0.2%	Shares	Sole	2026-07-27
2025-12-31	$174,692	995	+6.6%	Shares	Sole	2026-01-29
2025-09-30	$179,434	933	-32.0%	Shares	Sole	2025-11-05
2025-06-30	$303,460	1,373	+47.3%	Shares	Sole	2025-07-25
2025-03-31	$202,803	932	-30.8%	Shares	Sole	2025-05-02
2024-12-31	$246,869	1,346	-29.9%	Shares	Sole	2025-01-24
2024-09-30	$446,747	1,921	+44.4%	Shares	Sole	2024-10-24
2024-06-30	$258,525	1,330	-45.1%	Shares	Sole	2024-07-31
2024-03-31	$478,958	2,424	+13.5%	Shares	Sole	2024-04-30
2023-12-31	$460,903	2,135	-37.6%	Shares	Sole	2024-04-30
2023-09-30	$563,076	3,424	+15.8%	Shares	Sole	2024-04-30
2023-06-30	$573,674	2,958	+17.6%	Shares	Sole	2023-08-08
2023-03-31	$514,119	2,516	+24.2%	Shares	Sole	2023-04-26
2022-12-31	$429,016	2,025	+0.2%	Shares	Sole	2023-01-30
2022-09-30	$433,694	2,020	-2.3%	Shares	Sole	2022-11-10
2022-06-30	$528,304	2,067	-0.5%	Shares	Sole	2022-08-04
2022-03-31	$521,783	2,077	+1690.5%	Shares	Sole	2022-04-20
2021-09-30	$30,787	116	-92.2%	Shares	Sole	2021-11-09
2021-06-30	$399,537	1,479	-2.8%	Shares	Sole	2021-07-29
2021-03-31	$363,849	1,522	+0.9%	Shares	Sole	2021-05-13
2020-12-31	$338,485	1,508	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.