Position in AMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$208,551
+$1,110 QoQ
Shares Held
1,275
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,383
of 1,735 holders
Holding Since
Sep 2025
3 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, 2026Klingman & Associates, LLC holds $3,386,331 across 2 REIT - Specialty names. AMT ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
20,373 | $3,177,780 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,275 | $208,551 |
All Filings in AMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,551 | 1,275 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $207,441 | 1,202 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $204,628 | 1,064 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||