Herold Advisors, Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1891713 New York, NY

Position in AMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,144,990

+$146,615 QoQ

Shares Held

7,000

+21.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#806

of 1,735 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Herold Advisors, Inc. holds $2,856,120 across 3 REIT - Specialty names. AMT ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	7,000	$1,144,990
2	IRM	Iron Mountain Inc	8,500	$1,073,635
3	CCI	Crown Castle Inc.	8,418	$637,495

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,144,990	7,000	+21.0%	Shares	Sole	2026-07-22
2026-03-31	$998,375	5,785	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$1,002,504	5,710	-17.1%	Shares	Sole	2026-02-17
2025-09-30	$1,325,084	6,890	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$1,529,237	6,919	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$1,488,384	6,840	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$1,267,179	6,909	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$1,598,617	6,874	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$1,311,870	6,749	-0.1%	Shares	Sole	2024-07-24
2024-03-31	$1,335,510	6,759	+0.7%	Shares	Sole	2024-05-10
2023-12-31	$1,448,986	6,712	0.0%	Shares	Sole	2024-02-02
2023-09-30	$1,103,788	6,712	+2.0%	Shares	Sole	2023-11-08
2023-06-30	$1,276,125	6,580	-11.2%	Shares	Sole	2023-07-17
2023-03-31	$1,514,159	7,410	0.0%	Shares	Sole	2023-04-19
2022-12-31	$1,569,882	7,410	-30.1%	Shares	Sole	2023-02-14
2022-09-30	$2,275,820	10,600	0.0%	Shares	Sole	2022-11-08
2022-06-30	$2,709,254	10,600	0.0%	Shares	Sole	2022-07-15
2022-03-31	$2,662,932	10,600	0.0%	Shares	Sole	2022-05-09
2021-09-30	$2,813,346	10,600	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.