JPL Wealth Management, LLC
Position in AMT — American Tower Corp /Ma/
CIK 2010710
GREENWOOD VILLAGE, CO
Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,969
-$27,428 QoQ
Shares Held
171
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,552
of 1,735 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $8,585,927 across 12 REIT - Specialty names. AMT ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
32,504 | $5,069,973 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
19,051 | $3,421,177 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
171 | $27,969 | |
| 4 | EQIX |
Equinix Inc
|
25 | $26,059 | |
| 5 | IRM |
Iron Mountain Inc
|
108 | $13,640 | |
| 6 | EPR |
Epr Properties
|
133 | $7,715 | |
| 7 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
82 | $3,650 |
All Filings in AMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,969 | 171 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,397 | 321 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $23,462 | 122 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||