Position in AMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$42,881,125
+$4,126,155 QoQ
Shares Held
248,471
+12.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $135,471,877 across 12 REIT - Specialty names. AMT ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
248,471 | $42,881,125 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
175,172 | $31,567,746 | |
| 3 | IRM |
Iron Mountain Inc
|
211,691 | $21,622,118 | |
| 4 | EQIX |
Equinix Inc
|
13,995 | $13,718,458 | |
| 5 | FRMI |
Fermi Inc.
|
1,586,758 | $9,266,666 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
48,257 | $6,112,231 | |
| 7 | WY |
Weyerhaeuser Co
|
149,246 | $3,646,079 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
81,628 | $3,621,834 |
All Filings in AMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,881,125 | 248,471 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,754,970 | 220,738 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,855,051 | 176,035 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $40,809,795 | 184,643 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $39,567,513 | 181,836 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,928,570 | 70,490 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,569,434 | 71,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,811,865 | 71,056 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,608,415 | 63,811 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,728,456 | 63,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,348,674 | 62,929 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,086,192 | 57,163 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,712,360 | 57,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,034,071 | 56,802 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,023,200 | 56,000 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||