Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,054,870
-$1,241,812 QoQ
Shares Held
37,017
-12.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#448
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Atria Investments, Inc holds $18,893,312 across 9 REIT - Specialty names. AMT ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
37,017 | $6,054,870 | |
| 2 | CCI |
Crown Castle Inc.
|
33,249 | $2,517,946 | |
| 3 | EQIX |
Equinix Inc
|
2,232 | $2,326,614 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
13,995 | $2,182,940 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
11,930 | $2,142,389 | |
| 6 | WY |
Weyerhaeuser Co
|
83,885 | $2,008,206 | |
| 7 | SBAC |
Sba Communications Corp
|
4,240 | $748,190 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
13,702 | $610,150 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,054,870 | 37,017 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,296,682 | 42,280 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,359,929 | 24,833 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,153,278 | 31,995 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,579,438 | 34,293 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,261,094 | 33,369 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,975,265 | 38,031 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,402,408 | 44,730 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,929,926 | 40,796 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,918,221 | 40,074 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $7,975,038 | 36,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,274,569 | 32,074 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,613,011 | 28,942 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,693,729 | 27,864 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,453,467 | 30,461 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,045,453 | 37,473 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,353,950 | 40,510 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,066,134 | 40,069 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $11,699,007 | 44,079 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,892,314 | 40,321 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,659,004 | 32,038 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,019,313 | 31,272 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,540,005 | 27,055 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,721,781 | 25,999 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $5,635,370 | 25,880 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||