Concurrent Investment Advisors, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2001015 Tampa, FL

Position in AMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,432,545

+$4,447 QoQ

Shares Held

8,758

+5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#763

of 1,735 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $13,577,653 across 8 REIT - Specialty names. AMT ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	24,204	$4,346,553
2	EQIX	Equinix Inc	3,782	$3,942,318
3	AMT	American Tower Corp /Ma/ This page	8,758	$1,432,545
4	IRM	Iron Mountain Inc	11,121	$1,404,693
5	LAMR	Lamar Advertising Co/New	6,930	$1,080,941
6	CCI	Crown Castle Inc.	7,972	$603,718
7	GLPI	Gaming & Leisure Properties, Inc.	12,562	$559,385
8	EPR	Epr Properties	3,577	$207,500

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,432,545	8,758	+5.8%	Shares	Sole	2026-07-27
2026-03-31	$1,428,098	8,275	+46.4%	Shares	Sole	2026-04-21
2025-12-31	$992,145	5,651	+69.0%	Shares	Sole	2026-01-29
2025-09-30	$643,118	3,344	-9.6%	Shares	Sole	2025-10-27
2025-06-30	$817,552	3,699	+8.0%	Shares	Sole	2025-07-25
2025-03-31	$745,497	3,426	-36.9%	Shares	Sole	2025-04-29
2024-12-31	$995,549	5,428	-30.2%	Shares	Sole	2025-02-03
2024-09-30	$1,808,154	7,775	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$1,520,634	7,823	+133.9%	Shares	Sole	2024-07-30
2024-03-31	$660,938	3,345	-4.2%	Shares	Sole	2024-05-07
2023-12-31	$753,852	3,492	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.