Position in AMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$683,231
+$41,061 QoQ
Shares Held
4,177
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#957
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $6,215,214 across 16 REIT - Specialty names. AMT ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,962 | $2,866,455 | |
| 2 | EQIX |
Equinix Inc
|
699 | $728,630 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
4,177 | $683,231 | |
| 4 | CCI |
Crown Castle Inc.
|
6,521 | $493,835 | |
| 5 | IRM |
Iron Mountain Inc
|
2,729 | $344,699 | |
| 6 | WY |
Weyerhaeuser Co
|
14,020 | $335,638 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,594 | $248,632 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
4,476 | $146,633 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,231 | 4,177 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $642,170 | 3,721 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $833,430 | 4,747 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $959,484 | 4,989 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,283,905 | 5,809 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,448,563 | 6,657 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,453,157 | 7,923 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,415,600 | 10,387 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,672,445 | 8,604 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,684,849 | 8,527 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,266,524 | 10,499 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,837,564 | 11,174 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,576,492 | 13,285 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,175,443 | 15,540 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,372 | 23,481 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,636,733 | 26,254 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,280,613 | 24,573 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,769,518 | 22,966 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $5,656,417 | 21,312 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $5,530,306 | 20,472 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,692,747 | 19,630 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,726,484 | 16,602 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,945,033 | 16,320 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,019,521 | 15,547 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,055,903 | 14,034 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||