SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in AMT — American Tower Corp /Ma/
CIK 1531593
NEW YORK, NY
Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,665
+$4,377 QoQ
Shares Held
108
+40.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,589
of 1,735 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Sep 30, 2021CallValue
$5,308
CallShares
20
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $366,306 across 12 REIT - Specialty names. AMT ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,076 | $92,444 | |
| 2 | IRM |
Iron Mountain Inc
|
575 | $72,628 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
376 | $67,522 | |
| 4 | EQIX |
Equinix Inc
|
42 | $43,780 | |
| 5 | UNIT |
Uniti Group Inc.
|
2,287 | $26,231 | |
| 6 | AMT |
American Tower Corp /Ma/
This page
|
108 | $17,665 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
100 | $15,598 | |
| 8 | EPR |
Epr Properties
|
233 | $13,516 |
All Filings in AMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,665 | 108 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,288 | 77 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $174,692 | 995 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $155,009 | 806 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,621 | 315 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $311,797 | 1,700 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $64,764 | 300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $394,680 | 2,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $583,565 | 3,009 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $676,774 | 3,312 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $841,084 | 3,970 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,588,780 | 7,400 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,190,917 | 8,572 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,679,656 | 6,686 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $5,308 | 20 | Call | Sole | 2021-10-20 | |
| 2021-09-30 | $1,672,083 | 6,300 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,696,055 | 13,682 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $30,255 | 112 | Put | Sole | 2021-07-19 | |
| 2020-09-30 | $290,076 | 1,200 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,809,780 | 7,000 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $304,850 | 1,400 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||