Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$147,539
+$54,864 QoQ
Shares Held
902
+68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,422
of 1,735 holders
Holding Since
Sep 2021
6 quarters on record
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $149,432 across 2 REIT - Specialty names. AMT ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
902 | $147,539 | |
| 2 | CCI |
Crown Castle Inc.
|
25 | $1,893 |
All Filings in AMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,539 | 902 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $92,675 | 537 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $94,281 | 537 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $64,811 | 337 | Shares | Sole | 2025-11-14 | |
| 2022-06-30 | $770,092 | 3,013 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $880,364 | 3,317 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||