Envestnet Portfolio Solutions, Inc.

Position in AMT — American Tower Corp /Ma/

CIK 1998033 BERWYN, PA

Position in AMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,355,080

-$60,867 QoQ

Shares Held

14,398

+2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#632

of 1,735 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $8,884,127 across 8 REIT - Specialty names. AMT ranks #1 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	14,398	$2,355,080
2	LAMR	Lamar Advertising Co/New	14,500	$2,261,710
3	RYN	Rayonier Inc	71,878	$1,529,563
4	CCI	Crown Castle Inc.	10,703	$810,538
5	DLR	Digital Realty Trust, Inc.	3,242	$582,198
6	EQIX	Equinix Inc	501	$522,237
7	GLPI	Gaming & Leisure Properties, Inc.	11,372	$506,395
8	IRM	Iron Mountain Inc	2,505	$316,406

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,355,080	14,398	+2.9%	Shares	Sole	2026-07-20
2026-03-31	$2,415,947	13,999	-72.5%	Shares	Sole	2026-04-29
2025-12-31	$8,931,245	50,870	-4.5%	Shares	Sole	2026-02-06
2025-09-30	$10,244,309	53,267	-2.0%	Shares	Sole	2025-10-30
2025-06-30	$12,010,668	54,342	-8.0%	Shares	Sole	2025-07-25
2025-03-31	$12,856,896	59,085	-12.3%	Shares	Sole	2025-04-21
2024-12-31	$12,358,716	67,383	-3.1%	Shares	Sole	2025-02-10
2024-09-30	$16,164,315	69,506	-15.4%	Shares	Sole	2024-10-31
2024-06-30	$15,973,176	82,175	-4.8%	Shares	Sole	2024-07-16
2024-03-31	$17,063,872	86,360	+24.7%	Shares	Sole	2024-05-06
2023-12-31	$14,954,871	69,274	+6.0%	Shares	Sole	2024-02-07
2023-09-30	$10,750,754	65,374	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.