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JOURNEY STRATEGIC WEALTH LLC

Position in AMT — American Tower Corp /Ma/

CIK 1909316 SUMMIT, NJ

Position in AMT

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$298,042
-$303,984 QoQ
Shares Held
1,727
-49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
5 quarters on record
Voting authority Sole 0% Shared 96% None 4%

Common Shares in AMT Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $2,294,799 across 6 REIT - Specialty names. AMT ranks #3 (13.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMT
American Tower Corp /Ma/
This page
1,727 $298,042

All Filings in AMT

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5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $298,042 1,727
2025-12-31 $602,026 3,429
2025-06-30 $809,152 3,661
2022-09-30 $211,478 985
2022-03-31 $219,063 872