WEATHERLY ASSET MANAGEMENT L. P.

Position in AMT — American Tower Corp /Ma/

CIK 934745 DEL MAR, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$201,518

-$11,100 QoQ

Shares Held

1,232

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,396

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $15,161,129 across 3 REIT - Specialty names. AMT ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	54,617	$9,808,120
2	EQIX	Equinix Inc	4,942	$5,151,491
3	AMT	American Tower Corp /Ma/ This page	1,232	$201,518

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,518	1,232	0.0%	Shares	Sole	2026-07-20
2026-03-31	$212,618	1,232	-0.2%	Shares	Sole	2026-04-15
2025-12-31	$216,653	1,234	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$238,092	1,238	0.0%	Shares	Sole	2025-10-16
2025-06-30	$273,622	1,238	-9.0%	Shares	Sole	2025-07-11
2025-03-31	$296,153	1,361	-2.9%	Shares	Sole	2025-05-01
2024-12-31	$257,140	1,402	0.0%	Shares	Sole	2025-01-29
2024-09-30	$326,049	1,402	0.0%	Shares	Sole	2024-10-29
2024-06-30	$272,520	1,402	-20.3%	Shares	Sole	2024-07-31
2024-03-31	$347,560	1,759	-0.5%	Shares	Sole	2024-04-19
2023-12-31	$381,459	1,767	0.0%	Shares	Sole	2024-02-01
2023-09-30	$290,583	1,767	-19.4%	Shares	Sole	2023-10-10
2023-06-30	$425,116	2,192	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$452,000	2,212	+0.5%	Shares	Sole	2023-04-13
2022-12-31	$466,515	2,202	0.0%	Shares	Sole	2023-01-11
2022-09-30	$472,769	2,202	-1.1%	Shares	Sole	2022-10-17
2022-06-30	$569,198	2,227	-6.1%	Shares	Sole	2022-07-18
2022-03-31	$595,893	2,372	0.0%	Shares	Sole	2022-05-06
2021-09-30	$629,552	2,372	0.0%	Shares	Sole	2021-11-05
2021-06-30	$640,772	2,372	-3.1%	Shares	Sole	2021-08-12
2021-03-31	$584,979	2,447	0.0%	Shares	Sole	2021-05-05
2020-12-31	$549,253	2,447	-23.5%	Shares	Sole	2021-02-02
2020-09-30	$772,810	3,197	0.0%	Shares	Sole	2020-10-30
2020-06-30	$826,552	3,197	-3.0%	Shares	Sole	2020-07-29
2020-03-31	$717,921	3,297	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.