Position in AMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,402,449
-$81,911 QoQ
Shares Held
8,574
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#769
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026Jacobi Capital Management LLC holds $4,192,829 across 6 REIT - Specialty names. AMT ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
8,574 | $1,402,449 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
6,262 | $1,124,529 | |
| 3 | CCI |
Crown Castle Inc.
|
9,496 | $719,132 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
7,869 | $350,406 | |
| 5 | FRMI |
Fermi Inc.
|
33,481 | $306,685 | |
| 6 | IRM |
Iron Mountain Inc
|
2,293 | $289,628 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,449 | 8,574 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,484,360 | 8,601 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,370,674 | 7,807 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,653,952 | 8,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,891,931 | 8,560 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,809,126 | 8,314 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,486,171 | 8,103 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,790,246 | 7,698 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,483,702 | 7,633 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,491,804 | 7,550 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,498,638 | 6,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,145,887 | 6,968 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,221,434 | 6,298 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,185,580 | 5,802 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,093,409 | 5,161 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $998,569 | 4,651 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,191,304 | 4,661 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,151,592 | 4,584 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $456,770 | 1,721 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $504,081 | 1,866 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $180,251 | 754 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $60,379 | 269 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $79,770 | 330 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $68,771 | 266 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $53,348 | 245 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||