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
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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 |
|---|---|---|---|
| 2025-03-31 | $231k | 1.1k | 217.65 |
| 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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