Position in AMT
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$9,000,564
-$2,376,547 QoQ
Shares Held
52,153
-19.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $36,441,046 across 17 REIT - Specialty names. AMT ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
52,153 | $9,000,564 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
46,563 | $5,897,669 | |
| 3 | IRM |
Iron Mountain Inc
|
41,818 | $4,271,290 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
23,319 | $4,202,316 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
312,709 | $3,189,631 | |
| 6 | EQIX |
Equinix Inc
|
2,787 | $2,731,928 | |
| 7 | WY |
Weyerhaeuser Co
|
89,800 | $2,193,814 | |
| 8 | CCI |
Crown Castle Inc.
|
24,472 | $1,989,818 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,000,564 | 52,153 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $11,377,111 | 64,801 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,111,544 | 62,976 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,076,005 | 77,260 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,198,835 | 65,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,586,279 | 74,076 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,211,813 | 224,509 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,076,418 | 237,043 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $38,065,515 | 192,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $36,834,309 | 170,624 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,908,873 | 42,012 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,498,644 | 43,821 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,760,055 | 42,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,590,902 | 45,270 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,181,572 | 38,107 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,515,104 | 37,228 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,178,825 | 36,537 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $6,749,906 | 25,432 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,529,013 | 24,169 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,492,164 | 22,974 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,811,463 | 30,346 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $24,278,636 | 100,437 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $26,535,511 | 102,636 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $21,979,467 | 100,939 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||