Turtle Creek Wealth Advisors, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2007171 DALLAS, TX

Position in AMT

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

Position Value

$442,129

+$60,383 QoQ

Shares Held

2,703

+22.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,073

of 1,735 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $1,765,759 across 4 REIT - Specialty names. AMT ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	654	$681,723
2	AMT	American Tower Corp /Ma/ This page	2,703	$442,129
3	DLR	Digital Realty Trust, Inc.	1,923	$345,332
4	IRM	Iron Mountain Inc	2,348	$296,575

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,129	2,703	+22.2%	Shares	Sole	2026-07-27
2026-03-31	$381,746	2,212	-70.2%	Shares	Sole	2026-04-27
2025-12-31	$1,303,431	7,424	-57.9%	Shares	Sole	2026-01-28
2025-09-30	$3,391,370	17,634	+17.5%	Shares	Sole	2025-10-29
2025-06-30	$3,317,068	15,008	+2.6%	Shares	Sole	2025-07-28
2025-03-31	$3,181,964	14,623	+2434.3%	Shares	Sole	2025-05-01
2023-12-31	$124,562	577	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.