Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,078
+$877 QoQ
Shares Held
190
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,542
of 1,735 holders
Holding Since
Mar 2020
16 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, 2026IMA Advisory Services, Inc. holds $1,729,769 across 7 REIT - Specialty names. AMT ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,276 | $1,330,089 | |
| 2 | IRM |
Iron Mountain Inc
|
2,804 | $354,173 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
190 | $31,078 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
40 | $7,183 | |
| 5 | EPR |
Epr Properties
|
116 | $6,729 | |
| 6 | CCI |
Crown Castle Inc.
|
4 | $302 | |
| 7 | WY |
Weyerhaeuser Co
|
9 | $215 |
All Filings in AMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,078 | 190 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $30,201 | 175 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,724 | 175 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,656 | 175 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,554 | 93 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,584 | 90 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $55,349 | 238 | Shares | Sole | 2024-11-14 | |
| 2022-06-30 | $169,711 | 664 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,584,300 | 10,287 | Shares | Sole | 2022-06-13 | |
| 2021-09-30 | $2,599,956 | 9,796 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,654,125 | 9,825 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,484,311 | 10,392 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,222,827 | 9,903 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,398,928 | 9,924 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,653,945 | 14,133 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,146,269 | 14,449 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||