Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,135,376
+$875,858 QoQ
Shares Held
25,282
+33.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#508
of 1,735 holders
Holding Since
Mar 2024
10 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, 2026ProVise Management Group, LLC holds $9,603,098 across 2 REIT - Specialty names. AMT ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
35,054 | $5,467,722 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
25,282 | $4,135,376 |
All Filings in AMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,135,376 | 25,282 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,259,518 | 18,887 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,004,178 | 17,111 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,407,141 | 17,716 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,923,105 | 17,750 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,654,374 | 16,794 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,960,787 | 16,143 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,880,263 | 16,685 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,958,657 | 15,221 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,028,854 | 10,268 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||