PDS Planning, Inc

Position in AMT — American Tower Corp /Ma/

CIK 838618 DUBLIN, OH

Position in AMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$632,852

-$21,053 QoQ

Shares Held

3,869

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#973

of 1,734 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PDS Planning, Inc holds $1,894,897 across 4 REIT - Specialty names. AMT ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	648	$675,468
2	AMT	American Tower Corp /Ma/ This page	3,869	$632,852
3	DLR	Digital Realty Trust, Inc.	1,847	$331,684
4	IRM	Iron Mountain Inc	2,018	$254,893

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,852	3,869	+2.1%	Shares	Sole	2026-08-05
2026-03-31	$653,905	3,789	-7.9%	Shares	Sole	2026-04-22
2025-12-31	$722,294	4,114	-2.7%	Shares	Sole	2026-01-26
2025-09-30	$812,744	4,226	-5.7%	Shares	Sole	2025-10-21
2025-06-30	$990,390	4,481	+56.4%	Shares	Sole	2025-07-24
2025-03-31	$623,424	2,865	+10.1%	Shares	Sole	2025-04-24
2024-12-31	$477,232	2,602	+10.1%	Shares	Sole	2025-02-10
2024-09-30	$549,539	2,363	+5.6%	Shares	Sole	2024-10-30
2024-06-30	$434,828	2,237	+6.7%	Shares	Sole	2024-08-08
2024-03-31	$414,148	2,096	+24.5%	Shares	Sole	2024-05-01
2023-12-31	$363,326	1,683	-7.6%	Shares	Sole	2024-02-01
2023-09-30	$299,463	1,821	+16.1%	Shares	Sole	2023-10-23
2023-06-30	$304,097	1,568	-16.8%	Shares	Sole	2023-07-21
2023-03-31	$384,976	1,884	+95.6%	Shares	Sole	2023-05-02
2022-12-31	$204,021	963	-32.1%	Shares	Sole	2023-01-27
2022-09-30	$304,659	1,419	+8.6%	Shares	Sole	2022-11-02
2022-06-30	$334,056	1,307	+27.8%	Shares	Sole	2022-07-15
2022-03-31	$256,998	1,023	+8.0%	Shares	Sole	2022-04-18
2021-09-30	$251,343	947	+6.0%	Shares	Sole	2021-10-22
2021-06-30	$241,235	893	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.