Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,003,829
-$30,442 QoQ
Shares Held
6,137
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#851
of 1,735 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $1,209,209 across 2 REIT - Specialty names. AMT ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
6,137 | $1,003,829 | |
| 2 | IRM |
Iron Mountain Inc
|
1,626 | $205,380 |
All Filings in AMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,829 | 6,137 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,034,271 | 5,993 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,114,342 | 6,347 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,200,653 | 6,243 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,071,062 | 4,846 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,023,808 | 4,705 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,101,927 | 6,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,389,546 | 5,975 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,157,727 | 5,956 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,210,041 | 6,124 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,322,049 | 6,124 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $996,402 | 6,059 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,209,215 | 6,235 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,281,415 | 6,271 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||