Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,722,860
+$839,579 QoQ
Shares Held
53,328
+16.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#385
of 1,735 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $52,670,490 across 10 REIT - Specialty names. AMT ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
81,889 | $12,773,046 | |
| 2 | EQIX |
Equinix Inc
|
11,682 | $12,177,199 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
53,328 | $8,722,860 | |
| 4 | CCI |
Crown Castle Inc.
|
98,342 | $7,447,439 | |
| 5 | IRM |
Iron Mountain Inc
|
37,733 | $4,766,055 | |
| 6 | WY |
Weyerhaeuser Co
|
100,911 | $2,415,809 | |
| 7 | RYN |
Rayonier Inc
|
99,991 | $2,127,808 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
9,656 | $1,734,024 |
All Filings in AMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,722,860 | 53,328 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,883,281 | 45,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,181,515 | 40,904 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,219,115 | 37,537 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,355,103 | 33,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,722,009 | 26,296 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,112,931 | 6,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,270,707 | 5,464 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,107,187 | 5,696 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,107,096 | 5,603 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $831,785 | 3,853 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $251,937 | 1,532 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $351,225 | 1,811 | Shares | Other | 2023-08-15 | |
| 2021-09-30 | $244,973 | 923 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $227,187 | 841 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||