PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AMT — American Tower Corp /Ma/
CIK 2145782
WALTHAM, MA
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,591
-$3,613 QoQ
Shares Held
401
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,476
of 1,735 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $646,433 across 3 REIT - Specialty names. AMT ranks #2 (10.1% of the industry book) .
All Filings in AMT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,591 | 401 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $69,204 | 401 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $70,403 | 401 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $80,966 | 421 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $93,049 | 421 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $91,609 | 421 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $77,215 | 421 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $97,907 | 421 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $83,583 | 430 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $84,963 | 430 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $92,828 | 430 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $80,909 | 492 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $95,418 | 14,315 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $100,535 | 492 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $104,235 | 492 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||