Capital Advisors, Ltd. LLC
Position in AMT — American Tower Corp /Ma/
CIK 1597878
SHAKER HEIGHTS, OH
Position in AMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$109,101
-$25,683 QoQ
Shares Held
667
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#489
of 640 holders
Holding Since
Mar 2022
18 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, 2026Capital Advisors, Ltd. LLC holds $254,926 across 10 REIT - Specialty names. AMT ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
667 | $109,101 | |
| 2 | EQIX |
Equinix Inc
|
86 | $89,645 | |
| 3 | CCI |
Crown Castle Inc.
|
276 | $20,901 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
55 | $8,578 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
46 | $8,260 | |
| 6 | WY |
Weyerhaeuser Co
|
344 | $8,235 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
100 | $4,453 | |
| 8 | EPR |
Epr Properties
|
71 | $4,118 |
All Filings in AMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,101 | 667 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $134,784 | 781 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $132,555 | 755 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $292,134 | 1,519 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $335,729 | 1,519 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $330,534 | 1,519 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $260,992 | 1,423 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $354,886 | 1,526 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $292,930 | 1,507 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $292,433 | 1,480 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $313,457 | 1,452 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $222,829 | 1,355 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $263,370 | 1,358 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $195,757 | 958 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $333,467 | 1,574 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $201,818 | 940 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $231,053 | 904 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $192,685 | 767 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||