Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,127,488
+$594,044 QoQ
Shares Held
6,893
+123.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#809
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, 2026Wealthspire Advisors, LLC holds $6,372,389 across 7 REIT - Specialty names. AMT ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,010 | $2,695,495 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
6,893 | $1,127,488 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
6,496 | $1,013,246 | |
| 4 | IRM |
Iron Mountain Inc
|
3,233 | $408,360 | |
| 5 | CCI |
Crown Castle Inc.
|
5,113 | $387,207 | |
| 6 | WY |
Weyerhaeuser Co
|
15,870 | $379,927 | |
| 7 | EQIX |
Equinix Inc
|
346 | $360,666 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,488 | 6,893 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $533,444 | 3,091 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $760,042 | 4,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $420,411 | 2,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $654,440 | 2,961 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $662,809 | 3,046 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $526,570 | 2,871 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $703,494 | 3,025 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $267,855 | 1,378 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $290,457 | 1,470 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $365,916 | 1,695 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $226,118 | 1,375 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $361,504 | 1,864 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $390,698 | 1,912 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $701,892 | 3,313 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,844 | 1,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $517,314 | 2,024 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $272,824 | 1,086 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $1,091,100 | 4,111 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $295,803 | 1,095 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,555,073 | 10,688 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,175,497 | 5,237 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $766,042 | 3,169 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $790,615 | 3,058 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,545,933 | 11,692 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||