Legacy Wealth Asset Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1846151 WOODBURY, MN

Position in AMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,183,428

-$160,970 QoQ

Shares Held

7,235

-7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#798

of 1,732 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,323,374 across 4 REIT - Specialty names. AMT ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	2,040	$2,126,475
2	AMT	American Tower Corp /Ma/ This page	7,235	$1,183,428
3	DLR	Digital Realty Trust, Inc.	3,371	$605,364
4	IRM	Iron Mountain Inc	3,231	$408,107

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,183,428	7,235	-7.1%	Shares	Sole	2026-07-09
2026-03-31	$1,344,398	7,790	+8.6%	Shares	Sole	2026-04-08
2025-12-31	$1,259,363	7,173	-9.4%	Shares	Sole	2026-01-12
2025-09-30	$1,522,405	7,916	+8.9%	Shares	Sole	2025-10-14
2025-06-30	$1,607,036	7,271	-2.3%	Shares	Sole	2025-07-30
2025-03-31	$1,619,596	7,443	+1.5%	Shares	Sole	2025-04-09
2024-12-31	$1,345,495	7,336	-4.4%	Shares	Sole	2025-01-15
2024-09-30	$1,784,898	7,675	-1.4%	Shares	Sole	2024-10-23
2024-06-30	$1,513,248	7,785	-29.6%	Shares	Sole	2024-08-14
2024-03-31	$2,185,345	11,060	+2.8%	Shares	Sole	2024-04-19
2023-12-31	$2,321,573	10,754	+4.1%	Shares	Sole	2024-01-10
2023-09-30	$1,699,097	10,332	+6.2%	Shares	Sole	2023-11-01
2023-06-30	$1,887,230	9,731	+3.9%	Shares	Sole	2023-08-04
2023-03-31	$1,914,052	9,367	+1.7%	Shares	Sole	2023-04-24
2022-12-31	$1,951,018	9,209	+2.7%	Shares	Sole	2023-02-02
2022-09-30	$1,924,356	8,963	+11.9%	Shares	Sole	2022-10-14
2022-06-30	$2,048,042	8,013	-1.7%	Shares	Sole	2022-07-19
2022-03-31	$2,047,945	8,152	+14.7%	Shares	Sole	2022-05-12
2021-09-30	$1,886,799	7,109	-0.5%	Shares	Sole	2021-10-19
2021-06-30	$1,930,690	7,147	+0.4%	Shares	Sole	2021-07-14
2021-03-31	$1,701,868	7,119	+3.5%	Shares	Sole	2021-04-20
2020-12-31	$1,544,509	6,881	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.