Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,675,841
-$149,811 QoQ
Shares Held
16,359
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#593
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $29,159,722 across 11 REIT - Specialty names. AMT ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
33,558 | $6,026,345 | |
| 2 | WY |
Weyerhaeuser Co
|
222,506 | $5,326,793 | |
| 3 | IRM |
Iron Mountain Inc
|
38,708 | $4,889,207 | |
| 4 | CCI |
Crown Castle Inc.
|
48,434 | $3,667,906 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
80,610 | $3,589,563 | |
| 6 | AMT |
American Tower Corp /Ma/
This page
|
16,359 | $2,675,841 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
6,683 | $1,042,414 | |
| 8 | EQIX |
Equinix Inc
|
795 | $828,700 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,675,841 | 16,359 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,825,652 | 16,373 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,490,636 | 14,186 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,694,787 | 14,012 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,279,936 | 14,840 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,314,048 | 15,230 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,661,230 | 19,962 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,808,643 | 20,677 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,499,702 | 23,149 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $8,623,815 | 43,645 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,364,914 | 61,909 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,968,650 | 66,699 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,694,491 | 70,612 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,677,662 | 62,042 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,007,356 | 61,396 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $14,153,668 | 65,923 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,475,075 | 64,459 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,796,644 | 50,938 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $1,535,131 | 5,784 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,654,067 | 6,123 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,441,531 | 6,030 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,315,111 | 5,859 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,116,587 | 8,756 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,202,502 | 8,519 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,673,099 | 12,276 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||