Cyndeo Wealth Partners, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1950947 ST. PETERSBURG, FL

Position in AMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$239,302

-$14,908 QoQ

Shares Held

1,463

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,325

of 1,735 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $4,722,153 across 3 REIT - Specialty names. AMT ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	28,031	$3,540,595
2	DLR	Digital Realty Trust, Inc.	5,247	$942,256
3	AMT	American Tower Corp /Ma/ This page	1,463	$239,302

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,302	1,463	-0.7%	Shares	Sole	2026-07-21
2026-03-31	$254,210	1,473	-89.6%	Shares	Sole	2026-04-13
2025-12-31	$2,484,139	14,149	+11.9%	Shares	Sole	2026-01-07
2025-09-30	$2,431,694	12,644	+1.2%	Shares	Sole	2025-10-10
2025-06-30	$2,761,644	12,495	+5.3%	Shares	Sole	2025-07-24
2025-03-31	$2,582,694	11,869	-35.6%	Shares	Sole	2025-04-17
2024-12-31	$3,377,678	18,416	+3.0%	Shares	Sole	2025-01-21
2024-09-30	$4,158,637	17,882	+38.1%	Shares	Sole	2024-10-18
2024-06-30	$2,516,054	12,944	+8.5%	Shares	Sole	2024-07-30
2024-03-31	$2,357,643	11,932	-17.0%	Shares	Sole	2024-04-17
2023-12-31	$3,105,217	14,384	+45.2%	Shares	Sole	2024-01-12
2023-09-30	$1,629,370	9,908	+3.8%	Shares	Sole	2023-10-10
2023-06-30	$1,850,769	9,543	+68.3%	Shares	Sole	2023-07-27
2023-03-31	$1,158,403	5,669	-53.3%	Shares	Sole	2023-04-25
2022-12-31	$2,574,099	12,150	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.