Modern Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2001900 KANSAS CITY, MO

Position in AMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$521,294

+$59,473 QoQ

Shares Held

3,187

+19.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,018

of 1,735 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,654,915 across 5 REIT - Specialty names. AMT ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	3,187	$521,294
2	EQIX	Equinix Inc	322	$335,647
3	DLR	Digital Realty Trust, Inc.	1,608	$288,763
4	OUT	OUTFRONT Media Inc.	7,895	$258,639
5	SBAC	Sba Communications Corp	1,420	$250,572

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,294	3,187	+19.1%	Shares	Other	2026-08-14
2026-03-31	$461,821	2,676	+31.9%	Shares	Other	2026-05-14
2025-09-30	$390,216	2,029	-38.9%	Shares	Sole	2025-11-12
2025-06-30	$734,447	3,323	-17.1%	Shares	Other	2025-11-12
2025-03-31	$872,138	4,008	-26.8%	Shares	Other	2025-06-02
2024-12-31	$1,003,985	5,474	—	Shares	Other	2025-05-30
No filing history on record for this holder in this stock.