INDEPENDENT FINANCIAL GROUP, LLC

Position in AMT — American Tower Corp /Ma/

CIK 275484 SAN DIEGO, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$279,541

-$37,833 QoQ

Shares Held

1,709

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,267

of 1,735 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,095,890 across 6 REIT - Specialty names. AMT ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	9,146	$1,155,231
2	WY	Weyerhaeuser Co	48,212	$1,154,195
3	EPR	Epr Properties	12,093	$701,514
4	DLR	Digital Realty Trust, Inc.	2,761	$495,820
5	EQIX	Equinix Inc	297	$309,589
6	AMT	American Tower Corp /Ma/ This page	1,709	$279,541

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,541	1,709	-7.1%	Shares	Sole	2026-07-15
2026-03-31	$317,374	1,839	+28.2%	Shares	Sole	2026-05-15
2025-12-31	$251,767	1,434	-23.8%	Shares	Sole	2026-05-15
2025-09-30	$361,946	1,882	+0.6%	Shares	Sole	2026-05-15
2025-06-30	$413,307	1,870	-8.6%	Shares	Sole	2026-05-15
2025-03-31	$445,209	2,046	-2.2%	Shares	Sole	2026-05-19
2024-12-31	$383,693	2,092	-19.5%	Shares	Sole	2026-06-12
2024-09-30	$604,656	2,600	-43.5%	Shares	Sole	2026-06-12
2024-06-30	$895,119	4,605	+93.8%	Shares	Sole	2026-06-12
2024-03-31	$469,473	2,376	+2.0%	Shares	Sole	2026-06-12
2023-12-31	$502,784	2,329	-6.8%	Shares	Sole	2026-06-12
2023-09-30	$411,125	2,500	-12.2%	Shares	Sole	2026-06-12
2023-06-30	$552,147	2,847	+14.3%	Shares	Sole	2026-06-12
2023-03-31	$509,010	2,491	+2.7%	Shares	Sole	2026-06-12
2022-12-31	$513,760	2,425	+4.2%	Shares	Sole	2026-06-15
2022-09-30	$499,606	2,327	+17.6%	Shares	Sole	2026-06-15
2022-06-30	$505,557	1,978	-4.4%	Shares	Sole	2026-06-12
2022-03-31	$519,774	2,069	-0.6%	Shares	Sole	2026-06-12
2021-12-31	$608,985	2,082	+0.5%	Shares	Sole	2026-06-15
2021-09-30	$549,664	2,071	+15.4%	Shares	Sole	2026-06-15
2021-06-30	$484,901	1,795	-5.9%	Shares	Sole	2026-06-15
2021-03-31	$455,887	1,907	-15.1%	Shares	Sole	2026-06-15
2020-12-31	$504,137	2,246	+2.0%	Shares	Sole	2026-06-15
2020-09-30	$532,047	2,201	+8.6%	Shares	Sole	2026-06-15
2020-06-30	$523,802	2,026	-3.4%	Shares	Sole	2026-06-15
2020-03-31	$456,839	2,098	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.