Position in AMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,788,319
+$1,841,679 QoQ
Shares Held
176,000
+12.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#214
of 1,740 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Creative Planning holds $155,363,585 across 16 REIT - Specialty names. AMT ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
250,046 | $44,903,260 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
176,000 | $28,788,319 | |
| 3 | EQIX |
Equinix Inc
|
26,176 | $27,285,599 | |
| 4 | IRM |
Iron Mountain Inc
|
139,922 | $17,673,546 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
196,432 | $8,747,116 | |
| 6 | EPR |
Epr Properties
|
123,391 | $7,157,911 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
33,620 | $5,244,046 | |
| 8 | CCI |
Crown Castle Inc.
|
67,653 | $5,123,361 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,788,319 | 176,000 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,946,640 | 156,140 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $28,420,569 | 161,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,831,973 | 129,118 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,377,822 | 92,199 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,113,024 | 83,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,630,712 | 68,866 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,590,837 | 75,640 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,731,182 | 70,641 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $13,195,059 | 66,780 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,350,450 | 61,842 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,212,468 | 49,939 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $10,432,613 | 53,793 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,692,498 | 52,327 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,502,726 | 54,294 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,887,651 | 50,711 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,650,295 | 53,407 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,583,358 | 50,089 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $11,934,691 | 44,967 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,244,423 | 49,028 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,206,415 | 46,877 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,279,594 | 45,797 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $11,586,844 | 47,933 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,303,660 | 47,589 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $9,899,568 | 45,463 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||