Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$758,964
+$27,053 QoQ
Shares Held
4,640
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#922
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026RFG Advisory, LLC holds $5,081,358 across 6 REIT - Specialty names. AMT ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
16,910 | $2,135,902 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
4,640 | $758,964 | |
| 3 | CCI |
Crown Castle Inc.
|
8,819 | $667,862 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,112 | $641,389 | |
| 5 | EPR |
Epr Properties
|
9,581 | $555,793 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,790 | $321,448 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,964 | 4,640 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $731,911 | 4,241 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $695,432 | 3,961 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $596,768 | 3,103 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $751,689 | 3,401 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $755,724 | 3,473 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,548,347 | 8,442 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,730,246 | 7,440 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,973,151 | 10,151 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,169,143 | 10,978 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,475,495 | 11,467 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,413,118 | 8,593 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,145,215 | 5,905 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,185,172 | 5,800 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,381,539 | 6,521 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,377,944 | 6,418 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,203,062 | 4,707 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $625,789 | 2,491 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $634,329 | 2,390 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $658,331 | 2,437 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $599,562 | 2,508 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $534,439 | 2,381 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $555,253 | 2,297 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $526,387 | 2,036 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $405,886 | 1,864 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||