Clearstead Advisors, LLC

Position in AMT — American Tower Corp /Ma/

CIK 842775 CLEVELAND, OH

Position in AMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,076,097

-$996,791 QoQ

Shares Held

18,806

-20.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#557

of 1,704 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Advisors, LLC holds $6,913,185 across 17 REIT - Specialty names. AMT ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	18,806	$3,076,097
2	DLR	Digital Realty Trust, Inc.	7,649	$1,373,607
3	EQIX	Equinix Inc	968	$1,009,033
4	LAMR	Lamar Advertising Co/New	4,091	$638,114
5	IRM	Iron Mountain Inc	2,969	$375,014
6	WY	Weyerhaeuser Co	8,399	$201,072
7	RYN	Rayonier Inc	4,011	$85,354
8	GLPI	Gaming & Leisure Properties, Inc.	1,513	$67,373

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,076,097	18,806	-20.3%	Shares	Sole	2026-08-06
2026-03-31	$4,072,888	23,600	-1.7%	Shares	Sole	2026-05-06
2025-12-31	$4,215,786	24,012	+19.0%	Shares	Sole	2026-02-09
2025-09-30	$3,880,440	20,177	-43.0%	Shares	Sole	2025-11-10
2025-06-30	$7,824,108	35,400	+5.6%	Shares	Sole	2025-08-08
2025-03-31	$7,293,081	33,516	+22.8%	Shares	Sole	2025-05-13
2024-12-31	$5,006,909	27,299	+10.4%	Shares	Sole	2025-02-10
2024-09-30	$5,748,883	24,720	+7.2%	Shares	Sole	2024-11-13
2024-06-30	$4,481,819	23,057	+102.8%	Shares	Sole	2024-08-12
2024-03-31	$2,246,203	11,368	+27.0%	Shares	Sole	2024-05-14
2023-12-31	$1,932,989	8,954	-16.0%	Shares	Sole	2024-02-12
2023-09-30	$1,752,543	10,657	+5.0%	Shares	Sole	2023-11-07
2023-06-30	$1,968,878	10,152	+5.2%	Shares	Sole	2023-08-07
2023-03-31	$1,972,698	9,654	+0.4%	Shares	Sole	2023-05-09
2022-12-31	$2,037,245	9,616	-3.8%	Shares	Sole	2023-02-14
2022-09-30	$2,145,282	9,992	-6.9%	Shares	Sole	2022-11-15
2022-06-30	$2,741,713	10,727	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$2,682,778	10,679	+8.7%	Shares	Sole	2022-05-04
2021-09-30	$2,607,918	9,826	+3.9%	Shares	Sole	2021-11-12
2021-06-30	$2,554,173	9,455	+0.8%	Shares	Sole	2021-08-12
2021-03-31	$2,242,621	9,381	+4.1%	Shares	Sole	2021-05-14
2020-12-31	$2,021,935	9,008	+108.4%	Shares	Sole	2021-02-11
2020-09-30	$1,044,998	4,323	-5.2%	Shares	Sole	2020-11-12
2020-06-30	$1,179,459	4,562	+4.8%	Shares	Sole	2020-08-11
2020-03-31	$948,083	4,354	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.