Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$356,419
+$42 QoQ
Shares Held
2,179
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,141
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,809,609 across 6 REIT - Specialty names. AMT ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
359 | $374,218 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
2,179 | $356,419 | |
| 3 | SBAC |
Sba Communications Corp
|
1,724 | $304,217 | |
| 4 | IRM |
Iron Mountain Inc
|
2,360 | $298,091 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,455 | $261,288 | |
| 6 | CCI |
Crown Castle Inc.
|
2,844 | $215,376 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,419 | 2,179 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $356,377 | 2,065 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $292,675 | 1,667 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $309,635 | 1,610 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $426,347 | 1,929 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $362,739 | 1,667 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $320,784 | 1,749 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $342,560 | 1,473 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $292,347 | 1,504 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $304,881 | 1,543 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $327,921 | 1,519 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $247,497 | 1,505 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $271,322 | 1,399 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $292,206 | 1,430 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $299,781 | 1,415 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $316,038 | 1,472 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $375,461 | 1,469 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $357,234 | 1,422 | Shares | Defined | 2022-05-02 | |
| 2021-09-30 | $356,976 | 1,345 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $367,390 | 1,360 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $272,528 | 1,140 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $242,865 | 1,082 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $218,523 | 904 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $274,052 | 1,060 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $231,250 | 1,062 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||