Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,844,578
+$464,284 QoQ
Shares Held
11,277
+41.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#693
of 1,735 holders
Holding Since
Sep 2020
23 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, 2026J.W. COLE ADVISORS, INC. holds $8,237,922 across 9 REIT - Specialty names. AMT ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
28,494 | $3,599,077 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
11,277 | $1,844,578 | |
| 3 | WY |
Weyerhaeuser Co
|
33,901 | $811,589 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,117 | $559,750 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,276 | $355,010 | |
| 6 | EQIX |
Equinix Inc
|
298 | $310,632 | |
| 7 | CCI |
Crown Castle Inc.
|
3,775 | $285,880 | |
| 8 | SBAC |
Sba Communications Corp
|
1,487 | $262,396 |
All Filings in AMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,844,578 | 11,277 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,380,294 | 7,998 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,356,980 | 7,729 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,511,058 | 7,857 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,062,011 | 13,854 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,542,784 | 7,090 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $360,400 | 1,965 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $468,143 | 2,013 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $397,701 | 2,046 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $521,835 | 2,641 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $574,456 | 2,661 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $411,453 | 2,502 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $498,037 | 2,568 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $526,992 | 2,579 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $550,836 | 2,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $543,405 | 2,531 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $616,483 | 2,412 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $655,432 | 2,609 | Shares | Sole | 2022-06-10 | |
| 2021-09-30 | $710,237 | 2,676 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $774,491 | 2,867 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $455,648 | 1,906 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $393,927 | 1,755 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,606,054 | 6,644 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||