Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$335,482
-$115,642 QoQ
Shares Held
2,051
-21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,171
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $705,416 across 2 REIT - Specialty names. AMT ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,060 | $369,934 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
2,051 | $335,482 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,482 | 2,051 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $451,124 | 2,614 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $441,207 | 2,513 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $462,721 | 2,406 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $537,299 | 2,431 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $491,558 | 2,259 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $407,353 | 2,221 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $506,283 | 2,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,134,596 | 5,837 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,114,407 | 5,640 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,072,275 | 4,967 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $842,477 | 5,123 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $918,305 | 4,735 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $955,289 | 4,675 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,041,927 | 4,918 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,111,287 | 5,176 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,327,790 | 5,195 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,091,802 | 4,346 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $1,038,018 | 3,911 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,039,228 | 3,847 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $835,992 | 3,497 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $843,745 | 3,759 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,030,978 | 4,265 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,138,610 | 4,404 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $503,002 | 2,310 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||