Position in AMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,851
-$7,950 QoQ
Shares Held
48
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,645
of 1,735 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026Asset Dedication, LLC holds $100,491 across 10 REIT - Specialty names. AMT ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
1,352 | $32,366 | |
| 2 | EQIX |
Equinix Inc
|
13 | $13,551 | |
| 3 | FRMI |
Fermi Inc.
|
1,230 | $11,266 | |
| 4 | CCI |
Crown Castle Inc.
|
122 | $9,239 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
45 | $8,081 | |
| 6 | AMT |
American Tower Corp /Ma/
This page
|
48 | $7,851 | |
| 7 | IRM |
Iron Mountain Inc
|
55 | $6,947 | |
| 8 | RYN |
Rayonier Inc
|
261 | $5,554 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,851 | 48 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $15,801 | 90 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $46,733 | 243 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $304,565 | 1,378 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $31,552 | 145 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $26,044 | 142 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $195,350 | 840 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $187,382 | 964 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $154,120 | 780 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $173,351 | 803 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $128,271 | 780 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $162,909 | 840 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $156,933 | 768 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $163,767 | 773 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $164,889 | 768 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $196,293 | 768 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $192,936 | 768 | Shares | Sole | 2022-04-21 | |
| 2021-09-30 | $205,161 | 773 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $189,098 | 700 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $167,342 | 700 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $157,122 | 700 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $172,353 | 713 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $180,978 | 700 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $152,425 | 700 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||