Werlinich Asset Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2000493 STAMFORD, CT

Position in AMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,804,994

-$86,482 QoQ

Shares Held

11,035

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#698

of 1,732 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Werlinich Asset Management, LLC holds $10,300,427 across 3 REIT - Specialty names. AMT ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	51,982	$6,565,846
2	DLR	Digital Realty Trust, Inc.	10,745	$1,929,587
3	AMT	American Tower Corp /Ma/ This page	11,035	$1,804,994

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,804,994	11,035	+0.7%	Shares	Sole	2026-07-09
2026-03-31	$1,891,476	10,960	+2.9%	Shares	Sole	2026-04-08
2025-12-31	$1,869,820	10,650	+17.2%	Shares	Sole	2026-01-06
2025-09-30	$1,747,227	9,085	+7.7%	Shares	Sole	2025-10-07
2025-06-30	$1,864,303	8,435	-1.5%	Shares	Sole	2025-07-09
2025-03-31	$1,862,656	8,560	+1.0%	Shares	Sole	2025-04-14
2024-12-31	$1,554,399	8,475	+1.5%	Shares	Sole	2025-01-15
2024-09-30	$1,941,876	8,350	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,623,073	8,350	+2.4%	Shares	Sole	2024-07-15
2024-03-31	$1,611,346	8,155	+8.3%	Shares	Sole	2024-04-11
2023-12-31	$1,625,576	7,530	-12.6%	Shares	Sole	2024-01-10
2023-09-30	$1,416,736	8,615	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$1,654,890	8,533	+31.2%	Shares	Sole	2023-11-13
2023-03-31	$1,328,823	6,503	+3.3%	Shares	Sole	2023-11-13
2022-12-31	$1,333,234	6,293	+1.6%	Shares	Sole	2023-11-13
2022-09-30	$1,329,637	6,193	-0.6%	Shares	Sole	2023-11-13
2022-06-30	$1,593,092	6,233	+8.7%	Shares	Sole	2023-11-13
2022-03-31	$1,440,244	5,733	-1.8%	Shares	Sole	2023-11-13
2021-12-31	$1,708,200	5,840	+5.4%	Shares	Sole	2023-11-13
2021-09-30	$1,470,371	5,540	0.0%	Shares	Sole	2023-11-13
2021-06-30	$1,496,575	5,540	0.0%	Shares	Sole	2023-11-13
2021-03-31	$1,324,392	5,540	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.