Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,576,286
-$1,203,480 QoQ
Shares Held
125,795
-0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#258
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $50,533,089 across 10 REIT - Specialty names. AMT ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,426 | $21,291,856 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
125,795 | $20,576,286 | |
| 3 | IRM |
Iron Mountain Inc
|
23,651 | $2,987,356 | |
| 4 | SBAC |
Sba Communications Corp
|
11,762 | $2,075,521 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
9,822 | $1,763,832 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,372 | $525,964 | |
| 7 | EPR |
Epr Properties
|
7,895 | $457,988 | |
| 8 | CCI |
Crown Castle Inc.
|
5,608 | $424,693 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,576,286 | 125,795 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $21,779,766 | 126,201 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $25,020,830 | 142,512 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $27,674,078 | 143,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,946,104 | 130,966 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $28,118,271 | 129,220 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,440,261 | 116,898 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,485,087 | 109,585 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,522,530 | 110,724 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $20,463,999 | 103,568 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $21,369,313 | 98,987 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,448,945 | 100,024 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,926,752 | 102,747 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,564,746 | 46,808 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,088,748 | 5,139 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,388,250 | 6,466 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,666,191 | 6,519 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,601,025 | 6,373 | Shares | Sole | 2022-05-17 | |
| 2021-06-30 | $910,371 | 3,370 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $831,450 | 3,478 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $726,128 | 3,235 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $694,006 | 2,871 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $746,922 | 2,889 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $547,205 | 2,513 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||