Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,957,658
+$494,937 QoQ
Shares Held
91,445
+9.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#300
of 1,704 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Jun 30, 2020CallValue
$18,614,880
CallShares
72,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $49,062,114 across 6 REIT - Specialty names. AMT ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
89,116 | $16,003,451 | |
| 2 | AMT |
American Tower Corp /Ma/
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|
91,445 | $14,957,658 | |
| 3 | EQIX |
Equinix Inc
|
10,564 | $11,011,807 | |
| 4 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
306,975 | $6,639,869 | |
| 5 | IRM |
Iron Mountain Inc
|
2,779 | $351,015 | |
| 6 | FRMI |
Fermi Inc.
|
10,733 | $98,314 |
All Filings in AMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,957,658 | 91,445 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,462,721 | 83,803 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $13,739,580 | 78,257 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,777,418 | 149,633 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,045,909 | 144,991 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,064,664 | 69,231 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,336,387 | 61,809 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,530,091 | 49,579 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,811,633 | 45,332 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,822,985 | 44,653 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,694,691 | 72,701 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,849,115 | 72,053 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $12,465,493 | 64,275 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,574,305 | 66,430 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,254,107 | 29,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,852,863 | 22,603 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $461,850 | 1,807 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $487,115 | 1,939 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $5,920,235 | 22,306 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $10,041,914 | 37,173 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,791,442 | 32,592 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,272,697 | 36,856 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,699,305 | 27,714 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $18,614,880 | 72,000 | Call | Sole | 2020-07-22 | |
| 2020-06-30 | $6,800,119 | 26,302 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,500,147 | 25,259 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||