Position in AMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,818,306
-$1,062,819 QoQ
Shares Held
255,660
+2.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#166
of 1,742 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $145,864,315 across 13 REIT - Specialty names. AMT ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
255,660 | $41,818,306 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
173,022 | $31,071,290 | |
| 3 | IRM |
Iron Mountain Inc
|
207,991 | $26,271,343 | |
| 4 | FRMI |
Fermi Inc.
|
1,617,042 | $14,812,104 | |
| 5 | EQIX |
Equinix Inc
|
13,332 | $13,897,143 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
47,547 | $7,416,381 | |
| 7 | WY |
Weyerhaeuser Co
|
165,944 | $3,972,699 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,451 | $3,448,893 |
All Filings in AMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,818,306 | 255,660 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||