Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,663,090
-$3,411,713 QoQ
Shares Held
46,849
-27.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#411
of 1,735 holders
Holding Since
Mar 2020
22 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, 2026Allworth Financial LP holds $33,361,029 across 16 REIT - Specialty names. AMT ranks #3 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
74,559 | $9,417,547 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
44,829 | $8,050,391 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
46,849 | $7,663,090 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,746 | $3,372,969 | |
| 5 | EQIX |
Equinix Inc
|
2,668 | $2,781,096 | |
| 6 | WY |
Weyerhaeuser Co
|
36,963 | $884,894 | |
| 7 | CCI |
Crown Castle Inc.
|
5,288 | $400,460 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
2,089 | $325,842 |
All Filings in AMT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,663,090 | 46,849 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,074,803 | 64,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,211,900 | 63,860 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,792,293 | 45,717 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,034,750 | 45,402 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,470,297 | 38,926 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,353,689 | 34,642 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,677,687 | 7,214 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,439,188 | 7,404 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,415,731 | 7,165 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,452,440 | 6,728 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,026,825 | 6,244 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,330,816 | 6,862 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,525,806 | 7,467 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,602,296 | 7,563 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,512,776 | 7,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,855,583 | 7,260 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $501,686 | 1,997 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $335,743 | 1,265 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,350 | 5 | Shares | Sole | 2021-08-02 | |
| 2020-06-30 | $14,478 | 56 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $12,194 | 56 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||