ANGELES WEALTH MANAGEMENT, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1929170
SANTA MONICA, CA
Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$379,318
-$50,578 QoQ
Shares Held
2,319
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,122
of 1,735 holders
Holding Since
Jun 2024
9 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $1,553,882 across 4 REIT - Specialty names. AMT ranks #2 (24.4% of the industry book) .
All Filings in AMT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,318 | 2,319 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $429,896 | 2,491 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $563,052 | 3,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $313,673 | 1,631 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $418,832 | 1,895 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $327,488 | 1,505 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $350,863 | 1,913 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $391,165 | 1,682 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $298,956 | 1,538 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||