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American Tower Reit shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in American Tower Reit

Tip: Access up to 7 years of quarterly data

All positions including American Tower Reit held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Tower Reit by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 1.2k 197.59
2021-03-31 $417k 1.7k 239.52
2020-12-31 $2.5M 11k 224.49
2020-09-30 $2.7M 11k 241.76
2020-06-30 $2.9M 11k 258.56
2020-03-31 $1.5M 6.8k 217.81