Position in AMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,016,163
+$444,823 QoQ
Shares Held
12,326
+35.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#109
of 427 holders
Holding Since
Mar 2020
24 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, 2026Sequoia Financial Advisors, LLC holds $19,677,749 across 13 REIT - Specialty names. AMT ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
35,551 | $6,384,248 | |
| 2 | EQIX |
Equinix Inc
|
2,240 | $2,334,953 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
12,326 | $2,016,163 | |
| 4 | FRMI |
Fermi Inc.
|
201,456 | $1,845,336 | |
| 5 | IRM |
Iron Mountain Inc
|
12,408 | $1,567,254 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
34,538 | $1,537,977 | |
| 7 | RYN |
Rayonier Inc
|
42,450 | $903,336 | |
| 8 | WY |
Weyerhaeuser Co
|
32,323 | $773,812 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,016,163 | 12,326 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,571,340 | 9,105 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,811,180 | 10,316 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,863,965 | 9,692 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,179,920 | 9,863 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,011,494 | 9,244 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,668,297 | 9,096 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $51,706,460 | 222,336 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $43,229,528 | 222,397 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $58,738,962 | 297,277 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,858,497 | 101,253 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,010,667 | 91,278 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,659,511 | 34,338 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $824,103 | 4,033 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $975,827 | 4,606 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $621,127 | 2,893 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $927,280 | 3,628 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $757,428 | 3,015 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $443,569 | 1,642 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $374,128 | 1,565 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $421,984 | 1,880 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $472,582 | 1,955 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $492,001 | 1,903 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $381,933 | 1,754 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||