Cassaday & Co Wealth Management LLC

Position in AMT — American Tower Corp /Ma/

CIK 1963612 MCLEAN, VA

Position in AMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$155,718

-$17,897 QoQ

Shares Held

952

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,418

of 1,735 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $815,645 across 10 REIT - Specialty names. AMT ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	9,576	$229,249
2	AMT	American Tower Corp /Ma/ This page	952	$155,718
3	IRM	Iron Mountain Inc	1,206	$152,329
4	GLPI	Gaming & Leisure Properties, Inc.	2,442	$108,742
5	DLR	Digital Realty Trust, Inc.	583	$104,695
6	EQIX	Equinix Inc	40	$41,695
7	EPR	Epr Properties	249	$14,444
8	SBAC	Sba Communications Corp	38	$6,705

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,718	952	-5.4%	Shares	Sole	2026-08-10
2026-03-31	$173,615	1,006	-35.3%	Shares	Sole	2026-05-07
2025-12-31	$273,011	1,555	+40.6%	Shares	Sole	2026-02-03
2025-06-30	$244,448	1,106	+9.2%	Shares	Sole	2025-08-05
2025-03-31	$220,428	1,013	+0.7%	Shares	Sole	2025-05-05
2024-09-30	$233,955	1,006	-5.9%	Shares	Sole	2024-11-07
2024-03-31	$211,223	1,069	-21.6%	Shares	Sole	2024-05-08
2023-12-31	$294,244	1,363	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$220,527	1,341	-0.7%	Shares	Sole	2023-11-06
2023-06-30	$261,819	1,350	-3.4%	Shares	Sole	2023-08-07
2023-03-31	$285,462	1,397	+3.9%	Shares	Sole	2023-05-03
2022-12-31	$284,739	1,344	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.