Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$789,388
-$3,526,492 QoQ
Shares Held
4,826
-80.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#910
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $2,969,130 across 2 REIT - Specialty names. AMT ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
12,138 | $2,179,742 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
4,826 | $789,388 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,388 | 4,826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,315,880 | 25,008 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,293,611 | 30,151 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,537,341 | 33,992 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,022,141 | 36,296 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,911,065 | 36,356 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,800,842 | 37,080 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,802,163 | 37,849 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $7,467,690 | 38,418 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,717,865 | 39,060 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,207,973 | 38,021 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,996,833 | 36,466 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $6,640,893 | 34,242 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,561,561 | 32,111 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,865,323 | 32,405 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,809,425 | 31,716 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $8,069,998 | 31,574 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,630,732 | 46,297 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $12,568,490 | 47,355 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $13,066,671 | 48,370 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $6,428,085 | 28,638 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,818,961 | 28,209 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,162,850 | 27,705 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,311,048 | 28,983 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||