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American Tower Reit shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of American Tower Reit (AMT) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in American Tower Reit

Tip: Access up to 7 years of quarterly data

All positions including American Tower Reit held by Lakeridge 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 2.1k 172.54
2025-12-31 $710k 4.0k 175.55
2025-09-30 $953k 5.0k 192.31
2025-06-30 $1.2M 5.4k 221.01
2025-03-31 $1.2M 5.7k 217.60

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Sherwin-Williams Company (SHW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding American Tower Reit

Vanguard Group
BlackRock
J. Stern & Co
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
FMR
Invesco
Deutsche Bank Aktiengesellschaft
Norges Bank Investment Management
Dimensional Fund Advisors
Lazard Asset Management
Principal Financial Group
Northern Trust
Franklin Resources

View all funds holding American Tower Reit