OneDigital Investment Advisors LLC
Position in AMT — American Tower Corp /Ma/
CIK 1690370
OVERLAND PARK, KS
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,197,659
-$97,036 QoQ
Shares Held
7,322
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#797
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, 2026OneDigital Investment Advisors LLC holds $12,955,619 across 7 REIT - Specialty names. AMT ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
35,887 | $5,597,654 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
105,190 | $4,684,110 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
7,322 | $1,197,659 | |
| 4 | IRM |
Iron Mountain Inc
|
4,979 | $628,897 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,888 | $339,047 | |
| 6 | CCI |
Crown Castle Inc.
|
3,518 | $266,418 | |
| 7 | EQIX |
Equinix Inc
|
232 | $241,834 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,659 | 7,322 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,294,695 | 7,502 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,393,674 | 7,938 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,551,830 | 8,069 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,878,891 | 8,501 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,934,464 | 8,890 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,674,900 | 9,132 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,192,575 | 9,428 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,875,183 | 9,647 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,346,773 | 6,816 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,017,830 | 9,347 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,042,613 | 6,340 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,295,519 | 6,680 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,293,472 | 6,330 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,177,306 | 5,557 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,002,863 | 4,671 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,018,014 | 3,983 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $949,360 | 3,779 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $910,621 | 3,431 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $725,325 | 2,685 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $611,515 | 2,558 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $697,397 | 3,107 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $742,594 | 3,072 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $624,891 | 2,417 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $491,461 | 2,257 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||