Retirement Planning Co of New England, Inc.

Pension

Position in AMT — American Tower Corp /Ma/

CIK 1817693 Warwick, RI

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Position in AMT

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

Position Value

$744,897

+$29,381 QoQ

Shares Held

4,554

+9.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#927

of 1,732 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMT Over Time

Shares Held

Position Value (USD)

Derivatives in AMT

reported options exposure · as of Dec 31, 2022

CallValue

$21,186

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $4,951,347 across 6 REIT - Specialty names. AMT ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	11,013	$1,391,052
2	DLR	Digital Realty Trust, Inc.	7,113	$1,277,352
3	CCI	Crown Castle Inc.	10,626	$804,706
4	AMT	American Tower Corp /Ma/ This page	4,554	$744,897
5	EQIX	Equinix Inc	354	$369,006
6	RYN	Rayonier Inc	17,121	$364,334

All Filings in AMT

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,897	4,554	+9.8%	Shares	Sole	2026-07-30
2026-03-31	$715,516	4,146	+14.0%	Shares	Sole	2026-05-08
2025-12-31	$638,548	3,637	+2.0%	Shares	Sole	2026-01-28
2025-09-30	$685,813	3,566	+3.4%	Shares	Sole	2025-11-03
2025-06-30	$762,519	3,450	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$743,539	3,417	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$621,576	3,389	+3.4%	Shares	Sole	2025-02-10
2024-09-30	$762,331	3,278	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$635,816	3,271	-14.8%	Shares	Sole	2024-08-08
2024-03-31	$758,745	3,840	+16.1%	Shares	Sole	2024-05-06
2023-12-31	$714,131	3,308	+17.9%	Shares	Sole	2024-02-12
2023-09-30	$461,282	2,805	-13.6%	Shares	Sole	2023-11-13
2023-06-30	$629,335	3,245	+5.4%	Shares	Sole	2023-08-11
2023-03-31	$629,162	3,079	+8.8%	Shares	Sole	2023-04-21
2022-12-31	$599,563	2,830	-1.3%	Shares	Sole	2023-02-03
2022-12-31	$21,186	100	—	Call	Sole	2023-02-03
2022-09-30	$615,330	2,866	+0.7%	Shares	Sole	2022-10-19
2022-06-30	$727,409	2,846	+0.3%	Shares	Sole	2022-08-12
2022-03-31	$712,962	2,838	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.