Position in AMT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,802,657
-$1,839,553 QoQ
Shares Held
33,623
-22.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CWM, LLC holds $37,341,722 across 16 REIT - Specialty names. AMT ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,693 | $11,461,946 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
33,623 | $5,802,657 | |
| 3 | IRM |
Iron Mountain Inc
|
53,578 | $5,472,456 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,968 | $4,923,650 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
26,662 | $3,377,008 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
10,473 | $1,887,339 | |
| 7 | WY |
Weyerhaeuser Co
|
42,904 | $1,048,144 | |
| 8 | EPR |
Epr Properties
|
15,358 | $767,285 |
All Filings in AMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,802,657 | 33,623 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,642,210 | 43,528 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,069,619 | 15,961 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,401,834 | 19,916 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,607,808 | 16,580 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,810,758 | 15,325 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,910,953 | 12,517 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,417,892 | 12,439 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,534,684 | 12,828 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,555,587 | 11,838 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,627,726 | 9,898 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,637,823 | 8,445 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,735,823 | 28,070 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,560,689 | 26,247 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,783,159 | 26,936 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,862,591 | 26,850 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,256,131 | 24,903 | Shares | Sole | 2022-04-21 | |
| 2021-06-30 | $1,043,550 | 3,863 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $923,488 | 3,863 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $867,088 | 3,863 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $933,802 | 3,863 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $998,740 | 3,863 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $841,168 | 3,863 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||