Position in AMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,360
-$6,618 QoQ
Shares Held
45
-44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,650
of 1,735 holders
Holding Since
Mar 2021
21 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, 2026JFS WEALTH ADVISORS, LLC holds $307,851 across 9 REIT - Specialty names. AMT ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
137 | $142,807 | |
| 2 | IRM |
Iron Mountain Inc
|
783 | $98,900 | |
| 3 | CCI |
Crown Castle Inc.
|
740 | $56,040 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
45 | $7,360 | |
| 5 | WY |
Weyerhaeuser Co
|
29 | $694 | |
| 6 | EPR |
Epr Properties
|
11 | $638 | |
| 7 | RYN |
Rayonier Inc
|
26 | $553 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
3 | $538 |
All Filings in AMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,360 | 45 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $13,978 | 81 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $48,106 | 274 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $131,162 | 682 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,783 | 180 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $39,603 | 182 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $33,013 | 180 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $41,860 | 180 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $34,988 | 180 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $36,158 | 183 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $42,960 | 199 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $30,094 | 183 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $37,818 | 195 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $43,320 | 212 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $45,973 | 217 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $50,239 | 234 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $67,475 | 264 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $66,322 | 264 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $71,926 | 271 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,431 | 9 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,151 | 9 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||