Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,982,468
-$38,098 QoQ
Shares Held
12,120
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#669
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, 2026Prospera Financial Services Inc holds $12,693,476 across 6 REIT - Specialty names. AMT ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,564 | $6,842,247 | |
| 2 | WY |
Weyerhaeuser Co
|
91,107 | $2,181,101 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
12,120 | $1,982,468 | |
| 4 | IRM |
Iron Mountain Inc
|
7,677 | $969,681 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
2,439 | $437,995 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,795 | $279,984 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982,468 | 12,120 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,020,566 | 11,708 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,917,751 | 10,923 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,514,776 | 13,076 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,973,382 | 13,453 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,934,988 | 13,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,730,057 | 14,885 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,749,332 | 16,122 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,103,276 | 15,965 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,107,695 | 15,728 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $3,623,545 | 16,785 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,194,605 | 19,426 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,098,967 | 15,979 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,557,315 | 12,515 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,707,591 | 8,060 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,619,125 | 12,199 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,071,425 | 12,017 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,959,874 | 11,782 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $2,492,465 | 9,391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,433,150 | 9,007 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,130,741 | 8,913 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,921,826 | 8,562 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $30,941 | 128 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,096,759 | 8,110 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,253,151 | 5,755 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||