Position in AMT
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$62,646
-$1,085 QoQ
Shares Held
363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $211,777 across 7 REIT - Specialty names. AMT ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCI |
Crown Castle Inc.
|
1,084 | $88,140 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
363 | $62,646 | |
| 3 | RYN |
Rayonier Inc
|
1,344 | $27,713 | |
| 4 | EQIX |
Equinix Inc
|
27 | $26,466 | |
| 5 | IRM |
Iron Mountain Inc
|
47 | $4,800 | |
| 6 | FPI |
Farmland Partners Inc.
|
99 | $1,111 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
5 | $901 |
All Filings in AMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,646 | 363 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $63,731 | 363 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $69,812 | 363 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $80,230 | 363 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $64,627 | 297 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $57,957 | 316 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $81,628 | 351 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $68,227 | 351 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $76,269 | 386 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $83,329 | 386 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $63,477 | 386 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $74,860 | 386 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $32,694 | 160 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $33,897 | 160 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $34,352 | 160 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $31,948 | 125 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $31,402 | 125 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $36,562 | 125 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||