Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$141,213,906
-$5,339,649 QoQ
Shares Held
863,324
+1.7% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#81
of 1,704 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $408,603,242 across 18 REIT - Specialty names. AMT ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
863,324 | $141,213,906 | |
| 2 | IRM |
Iron Mountain Inc
|
640,383 | $80,886,776 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
271,739 | $48,798,889 | |
| 4 | EQIX |
Equinix Inc
|
37,893 | $39,499,284 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
178,996 | $27,919,796 | |
| 6 | CCI |
Crown Castle Inc.
|
360,543 | $27,303,921 | |
| 7 | WY |
Weyerhaeuser Co
|
817,820 | $19,578,610 | |
| 8 | RYN |
Rayonier Inc
|
306,355 | $6,519,234 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,213,906 | 863,324 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $146,553,555 | 849,192 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $93,894,660 | 534,799 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $108,181,346 | 562,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,104,252 | 439,346 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $86,051,225 | 395,456 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $67,586,401 | 368,499 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $82,844,383 | 356,228 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $66,177,837 | 340,456 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $66,294,408 | 335,515 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $70,282,972 | 325,565 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $49,978,821 | 303,915 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $53,000,505 | 273,283 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $50,255,583 | 245,941 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $48,975,464 | 231,169 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $49,274,294 | 229,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $56,802,577 | 222,241 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,163,791 | 187,739 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $45,691,393 | 172,154 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,161,231 | 152,370 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,674,732 | 132,497 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,707,087 | 127,894 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $29,090,513 | 120,343 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $28,755,852 | 111,224 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,030,169 | 91,987 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||