Alpha Omega Wealth Management LLC
Position in AMT — American Tower Corp /Ma/
CIK 1665633
RICHMOND, VA
Position in AMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,955,806
-$92,200 QoQ
Shares Held
11,957
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#673
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $3,013,317 across 3 REIT - Specialty names. AMT ranks #1 (64.9% of the industry book) .
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955,806 | 11,957 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,048,006 | 11,867 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,073,832 | 11,812 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,271,683 | 11,812 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,610,688 | 11,812 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,570,291 | 11,812 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,921,586 | 10,477 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,353,739 | 10,121 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,967,319 | 10,121 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,000,401 | 10,124 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,188,159 | 10,136 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,666,865 | 10,136 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,965,775 | 10,136 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,071,190 | 10,136 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,147,412 | 10,136 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,176,199 | 10,136 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,698,008 | 10,556 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,788,793 | 11,101 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $2,991,966 | 11,273 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,215,206 | 11,902 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $2,971,754 | 12,431 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,783,977 | 12,403 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,252,477 | 13,455 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,478,655 | 13,455 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,955,956 | 13,575 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||