Position in AMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$793,968
-$95,509 QoQ
Shares Held
4,854
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#909
of 1,740 holders
Holding Since
Mar 2025
6 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, 2026Waldron Private Wealth LLC holds $1,186,529 across 2 REIT - Specialty names. AMT ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
4,854 | $793,968 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,186 | $392,561 |
All Filings in AMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,968 | 4,854 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $889,477 | 5,154 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $861,697 | 4,908 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,036,412 | 5,389 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,107,310 | 5,010 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,100,620 | 5,058 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||