Badgley Phelps Wealth Managers, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1895362 SEATTLE, WA

Position in AMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,776,600

-$1,423,479 QoQ

Shares Held

16,975

-30.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#587

of 1,735 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Real Estate · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $9,812,643 across 5 REIT - Specialty names. AMT ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	5,414	$5,643,499
2	AMT	American Tower Corp /Ma/ This page	16,975	$2,776,600
3	IRM	Iron Mountain Inc	6,923	$874,444
4	WY	Weyerhaeuser Co	11,890	$284,646
5	DLR	Digital Realty Trust, Inc.	1,300	$233,454

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,776,600	16,975	-30.3%	Shares	Sole	2026-07-31
2026-03-31	$4,200,079	24,337	-60.6%	Shares	Sole	2026-04-15
2025-12-31	$10,843,729	61,763	-4.8%	Shares	Sole	2026-01-28
2025-09-30	$12,477,144	64,877	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$14,425,754	65,269	+0.4%	Shares	Sole	2025-07-16
2025-03-31	$14,150,745	65,031	-0.5%	Shares	Sole	2025-04-30
2024-12-31	$11,991,712	65,382	-6.3%	Shares	Sole	2025-02-11
2024-09-30	$16,228,734	69,783	-2.5%	Shares	Sole	2024-10-18
2024-06-30	$13,912,942	71,576	-1.6%	Shares	Sole	2024-08-14
2024-03-31	$14,372,499	72,739	-2.1%	Shares	Sole	2024-05-15
2023-12-31	$16,042,690	74,313	+10.4%	Shares	Sole	2024-02-14
2023-09-30	$11,073,405	67,336	-3.3%	Shares	Sole	2023-11-02
2023-06-30	$13,507,145	69,646	+12.5%	Shares	Sole	2023-08-15
2023-03-31	$12,649,872	61,906	+2.1%	Shares	Sole	2023-04-28
2022-12-31	$12,850,368	60,655	+0.4%	Shares	Sole	2023-01-27
2022-09-30	$12,975,394	60,435	+1.5%	Shares	Sole	2022-11-09
2022-06-30	$15,223,962	59,564	+0.2%	Shares	Sole	2022-08-01
2022-03-31	$14,935,029	59,450	+1.9%	Shares	Sole	2022-05-09
2021-09-30	$15,481,365	58,330	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.