Mowery & Schoenfeld Wealth Management, LLC
Position in AMT — American Tower Corp /Ma/
CIK 2019946
LINCOLNSHIRE, IL
Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,041
-$1,820 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,533
of 1,735 holders
Holding Since
Jun 2024
9 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $59,315 across 4 REIT - Specialty names. AMT ranks #1 (55.7% of the industry book) .
All Filings in AMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,041 | 202 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $34,861 | 202 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $39,678 | 226 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $38,848 | 202 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $85,534 | 387 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $84,211 | 387 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $70,979 | 387 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,511 | 157 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $30,517 | 157 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||