Position in AMT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$976,110
-$55,538 QoQ
Shares Held
5,656
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Ballentine Partners, LLC holds $4,804,603 across 6 REIT - Specialty names. AMT ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
7,809 | $1,407,258 | |
| 2 | EQIX |
Equinix Inc
|
1,351 | $1,324,302 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
5,656 | $976,110 | |
| 4 | IRM |
Iron Mountain Inc
|
5,843 | $596,803 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
30,427 | $310,355 | |
| 6 | FPI |
Farmland Partners Inc.
|
16,899 | $189,775 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $976,110 | 5,656 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,031,648 | 5,876 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,301,235 | 6,766 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,219,702 | 10,043 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $2,128,345 | 9,781 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,759,084 | 9,591 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $2,331,645 | 10,026 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $1,803,650 | 9,279 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,689,393 | 8,550 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $1,819,435 | 8,428 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $764,691 | 4,650 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $874,280 | 4,508 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $929,541 | 4,549 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $975,402 | 4,604 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,087,455 | 5,065 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $1,111,816 | 4,350 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $985,033 | 3,921 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $720,057 | 2,713 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $737,210 | 2,729 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $680,124 | 2,845 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $570,800 | 2,543 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $808,827 | 3,346 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $816,468 | 3,158 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $731,639 | 3,360 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||