Private Wealth Management Group, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2011342 PRINCETON, NJ

Position in AMT

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

Position Value

$21,591

-$1,707 QoQ

Shares Held

132

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,577

of 1,735 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $69,236 across 9 REIT - Specialty names. AMT ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	132	$21,591
2	DLR	Digital Realty Trust, Inc.	90	$16,162
3	LAMR	Lamar Advertising Co/New	91	$14,194
4	CCI	Crown Castle Inc.	97	$7,345
5	WY	Weyerhaeuser Co	197	$4,716
6	EQIX	Equinix Inc	4	$4,169
7	GLPI	Gaming & Leisure Properties, Inc.	17	$757
8	SBAC	Sba Communications Corp	1	$176

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,591	132	-2.2%	Shares	Sole	2026-07-27
2026-03-31	$23,298	135	+2.3%	Shares	Sole	2026-04-23
2025-12-31	$23,175	132	+5.6%	Shares	Sole	2026-01-23
2025-09-30	$24,040	125	0.0%	Shares	Sole	2025-10-17
2025-06-30	$27,627	125	0.0%	Shares	Sole	2025-07-29
2025-03-31	$27,200	125	0.0%	Shares	Sole	2025-05-02
2024-12-31	$22,926	125	0.0%	Shares	Sole	2025-01-27
2024-09-30	$29,070	125	-3.1%	Shares	Sole	2024-10-29
2024-06-30	$25,075	129	-12.8%	Shares	Sole	2024-08-13
2024-03-31	$29,243	148	+4.2%	Shares	Sole	2024-04-30
2023-12-31	$30,654	142	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.