Position in AMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,557
+$1,096 QoQ
Shares Held
89
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,608
of 1,735 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $58,990 across 7 REIT - Specialty names. AMT ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
19 | $19,805 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
89 | $14,557 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
38 | $6,824 | |
| 4 | CCI |
Crown Castle Inc.
|
82 | $6,209 | |
| 5 | IRM |
Iron Mountain Inc
|
43 | $5,431 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
|
88 | $2,106 |
All Filings in AMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,557 | 89 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,461 | 78 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $13,694 | 78 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $20,193 | 105 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $21,217 | 96 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $20,889 | 96 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $17,607 | 96 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $22,325 | 96 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $151,616 | 780 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $154,120 | 780 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $21,372 | 99 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $16,280 | 99 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $19,200 | 99 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $20,229 | 99 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $20,974 | 99 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $21,255 | 99 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $13,546 | 53 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $13,314 | 53 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $15,502 | 53 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $11,678 | 44 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $11,886 | 44 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $239,777 | 1,003 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $224,460 | 1,000 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $241,488 | 999 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $258,281 | 999 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $217,314 | 998 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||