SageView Advisory Group, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1914558
NEWPORT BEACH, CA
Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$366,069
+$29,021 QoQ
Shares Held
2,238
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,132
of 1,735 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SageView Advisory Group, LLC holds $1,598,464 across 4 REIT - Specialty names. AMT ranks #4 (22.9% of the industry book) .
All Filings in AMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,069 | 2,238 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $337,048 | 1,953 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $378,880 | 2,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $440,028 | 2,288 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,169,532 | 9,816 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,914,662 | 8,799 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,635,650 | 8,918 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,346,065 | 10,088 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,188,330 | 11,258 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,858,135 | 9,404 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,507,877 | 11,617 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,478,241 | 8,989 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $930,912 | 4,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $328,170 | 1,606 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $429,228 | 2,026 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||