Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,273,169
-$2,002,976 QoQ
Shares Held
32,238
-23.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#473
of 1,743 holders
Holding Since
Jun 2023
13 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, 2026Bernzott Capital Advisors holds $11,610,842 across 2 REIT - Specialty names. AMT ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYN |
Rayonier Inc
|
297,823 | $6,337,673 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
32,238 | $5,273,169 |
All Filings in AMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,273,169 | 32,238 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,276,145 | 42,161 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,724,459 | 32,605 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,762,548 | 35,163 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,804,879 | 35,313 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,962,636 | 36,593 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,769,479 | 36,909 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,366,121 | 40,274 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,844,982 | 40,359 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,824,366 | 39,599 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,108,108 | 28,294 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,648,014 | 28,264 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,048,018 | 31,185 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||