Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,809,834
-$1,819,747 QoQ
Shares Held
139,450
-2.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#240
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Baird Financial Group, Inc. holds $68,639,302 across 7 REIT - Specialty names. AMT ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
139,450 | $22,809,834 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
92,339 | $16,582,237 | |
| 3 | EQIX |
Equinix Inc
|
13,232 | $13,792,904 | |
| 4 | IRM |
Iron Mountain Inc
|
47,658 | $6,019,681 | |
| 5 | WY |
Weyerhaeuser Co
|
247,406 | $5,922,898 | |
| 6 | RYN |
Rayonier Inc
|
139,378 | $2,965,963 | |
| 7 | CCI |
Crown Castle Inc.
|
7,207 | $545,785 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,809,834 | 139,450 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $24,629,581 | 142,714 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $21,305,418 | 121,350 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,519,389 | 122,293 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $27,599,207 | 124,872 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $26,301,311 | 120,870 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,130,249 | 120,660 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $32,663,283 | 140,451 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,587,709 | 126,493 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $30,754,685 | 155,649 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $33,299,705 | 154,251 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $23,104,731 | 140,497 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $37,141,447 | 191,510 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $43,724,468 | 213,979 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $43,565,617 | 205,634 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $39,415,269 | 183,583 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $41,671,648 | 163,041 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $36,153,069 | 143,910 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $37,084,411 | 139,725 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $47,128,352 | 174,459 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $32,565,469 | 136,223 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $53,103,419 | 236,583 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $61,233,350 | 253,313 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $71,694,951 | 277,307 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $40,905,208 | 187,854 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||