Position in AMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,635,536
+$145,653 QoQ
Shares Held
9,999
+15.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#723
of 1,735 holders
Holding Since
Sep 2025
4 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, 2026Mendel Money Management holds $3,191,057 across 2 REIT - Specialty names. AMT ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
9,999 | $1,635,536 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
8,662 | $1,555,521 |
All Filings in AMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,536 | 9,999 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,489,883 | 8,633 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,088,534 | 6,200 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $579,844 | 3,015 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||