BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AMT — American Tower Corp /Ma/
CIK 2010186
CINCINNATI, OH
Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,573,090
-$687,320 QoQ
Shares Held
27,958
-8.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#104
of 680 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $5,296,726 across 11 REIT - Specialty names. AMT ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
27,958 | $4,573,090 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
3,100 | $483,538 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
755 | $135,582 | |
| 4 | WY |
Weyerhaeuser Co
|
2,082 | $49,843 | |
| 5 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 6 | IRM |
Iron Mountain Inc
|
123 | $15,536 | |
| 7 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 8 | SBAC |
Sba Communications Corp
|
18 | $3,176 |
All Filings in AMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,573,090 | 27,958 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,260,410 | 30,481 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,554,566 | 60,116 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $48,061,921 | 249,906 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $58,708,879 | 265,627 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $60,194,035 | 276,627 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $51,692,457 | 281,841 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $72,203,135 | 310,471 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $57,710,838 | 296,897 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $61,481,906 | 311,159 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $64,455,075 | 298,569 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,057,922 | 304,396 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $59,810,514 | 308,397 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $65,728,208 | 321,661 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $67,850,283 | 320,260 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $72,588,567 | 338,093 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $86,125,651 | 336,968 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $84,554,371 | 336,575 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $94,733,730 | 323,876 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $85,579,065 | 322,441 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $87,272,238 | 323,063 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $76,736,586 | 320,993 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $61,269,723 | 272,965 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $55,992,403 | 231,632 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $41,587,193 | 160,854 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $34,137,103 | 156,772 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||