AXXCESS WEALTH MANAGEMENT, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1911056 CARLSBAD, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$582,145

-$214,240 QoQ

Shares Held

3,559

-21.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#996

of 1,735 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Real Estate · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $810,513 across 2 REIT - Specialty names. AMT ranks #1 (71.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMT	American Tower Corp /Ma/ This page	3,559	$582,145
2	IRM	Iron Mountain Inc	1,808	$228,368

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,145	3,559	-21.5%	Shares	Sole	2026-07-28
2025-12-31	$796,385	4,536	-3.6%	Shares	Sole	2026-02-19
2025-09-30	$905,250	4,707	+2.8%	Shares	Sole	2025-11-07
2025-06-30	$1,012,492	4,581	+16.6%	Shares	Sole	2025-07-28
2025-03-31	$854,950	3,929	+47.9%	Shares	Sole	2025-04-30
2024-12-31	$487,320	2,657	-43.7%	Shares	Sole	2025-02-10
2024-09-30	$1,098,148	4,722	+15.4%	Shares	Sole	2024-11-04
2024-06-30	$795,208	4,091	-40.2%	Shares	Sole	2024-08-09
2024-03-31	$1,351,910	6,842	+6.4%	Shares	Sole	2024-05-14
2023-12-31	$1,387,676	6,428	-10.7%	Shares	Sole	2024-02-06
2023-09-30	$1,183,875	7,199	+196.6%	Shares	Sole	2023-11-14
2023-06-30	$470,692	2,427	-41.5%	Shares	Sole	2023-08-08
2023-03-31	$847,193	4,146	+1.2%	Shares	Sole	2023-05-03
2022-12-31	$868,202	4,098	+82.0%	Shares	Sole	2023-02-16
2022-09-30	$483,504	2,252	+2.3%	Shares	Sole	2022-11-14
2022-06-30	$562,553	2,201	-6.3%	Shares	Sole	2022-08-11
2022-03-31	$590,367	2,350	+238.1%	Shares	Sole	2022-08-11
2021-12-31	$203,287	695	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.