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Equibles

Financial Perspectives, Inc

Position in AMT — American Tower Corp /Ma/

CIK 2003287 MINNEAPOLIS, MN
Back to AMT Full portfolio

Position in AMT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$8,178
-$451 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,639
of 1,732 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMT Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Financial Perspectives, Inc holds $393,821 across 6 REIT - Specialty names. AMT ranks #5 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IRM
Iron Mountain Inc
 2,000 $252,620
2 DLR
Digital Realty Trust, Inc.
 428 $76,860
3 CCI
Crown Castle Inc.
 549 $41,575
4 WY
Weyerhaeuser Co
 590 $14,124
5 AMT
American Tower Corp /Ma/
This page 		50 $8,178
6 EPR
Epr Properties
 8 $464

All Filings in AMT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,178 50
2026-03-31 $8,629 50
2025-12-31 $8,778 50
2025-09-30 $9,616 50
2025-06-30 $11,051 50
2025-03-31 $10,880 50
2024-12-31 $9,170 50
2024-09-30 $11,628 50
2024-06-30 $9,719 50
2024-03-31 $9,879 50
2023-12-31 $10,794 50
2023-09-30 $10,524 64
2023-06-30 $9,697 50
2023-03-31 $10,217 50
2022-12-31 $10,593 50
2022-09-30 $10,735 50
2022-06-30 $12,779 50
2022-03-31 $12,561 50
2021-12-31 $14,625 50
2021-09-30 $13,270 50
2021-06-30 $13,507 50
2021-03-31 $50 11,953
2020-12-31 $11,223 50
2020-09-30 $12,086 50
2020-06-30 $12,927 50
2020-03-31 $10,887 50

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