Position in AMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,903,791
-$320,592 QoQ
Shares Held
11,639
-9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#682
of 1,735 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $15,866,163 across 9 REIT - Specialty names. AMT ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
4,644 | $4,840,859 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
18,340 | $3,293,497 | |
| 3 | IRM |
Iron Mountain Inc
|
18,781 | $2,372,228 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
11,639 | $1,903,791 | |
| 5 | CCI |
Crown Castle Inc.
|
18,604 | $1,408,880 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,993 | $578,578 | |
| 7 | SBAC |
Sba Communications Corp
|
3,075 | $542,614 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
3,248 | $506,623 |
All Filings in AMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,791 | 11,639 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,224,383 | 12,889 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,545,062 | 14,496 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,267,452 | 11,790 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,756,561 | 12,472 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,772,224 | 12,740 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,223,662 | 12,124 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,680,943 | 7,228 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,438,217 | 7,399 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $672,201 | 3,402 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,447,907 | 6,707 | Shares | Other | 2024-02-13 | |
| 2023-06-30 | $4,072 | 21 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $73,153 | 358 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $64,405 | 304 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $79,653 | 371 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $34,760 | 136 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $67,578 | 269 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $60,248 | 227 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $37,279 | 138 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||