Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,906,770
+$12,757,155 QoQ
Shares Held
537,426
+23.4% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#101
of 1,740 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Dec 31, 2025CallValue
$1,404,560
CallShares
8,000
PutValue
$228,241
PutShares
1,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Balyasny Asset Management L.P. holds $632,142,504 across 13 REIT - Specialty names. AMT ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
1,128,409 | $202,639,688 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,808,432 | $125,059,476 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
537,426 | $87,906,770 | |
| 4 | OUT |
OUTFRONT Media Inc.
|
2,669,363 | $87,448,331 | |
| 5 | EQIX |
Equinix Inc
|
64,033 | $66,747,358 | |
| 6 | RYN |
Rayonier Inc
|
1,467,064 | $31,219,121 | |
| 7 | FRMI |
Fermi Inc.
|
1,653,320 | $15,144,411 | |
| 8 | SBAC |
Sba Communications Corp
|
55,892 | $9,862,702 |
All Filings in AMT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,906,770 | 537,426 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $75,149,615 | 435,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,404,560 | 8,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $48,878,336 | 278,398 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $228,241 | 1,300 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $4,827,232 | 25,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $1,673,184 | 8,700 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $89,834,684 | 406,455 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $631,040 | 2,900 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $77,229,286 | 354,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $403,502 | 2,200 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $9,450,933 | 51,529 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $488,376 | 2,100 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $32,755,145 | 140,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,451,326 | 12,611 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,743,537 | 13,885 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $72,880,872 | 337,599 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $73,424,458 | 446,485 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $907,445 | 4,679 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,885,386 | 102,209 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $10,731,555 | 50,654 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $46,560,055 | 216,861 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $44,316,238 | 173,388 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $12,769,261 | 50,829 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $2,654,100 | 10,000 | Call | Sole | 2021-12-01 | |
| 2021-09-30 | $35,802,481 | 134,895 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $4,660,474 | 19,495 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,244,600 | 10,000 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $19,152,751 | 79,232 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||