Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,381,905
+$29,123 QoQ
Shares Held
14,562
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#625
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Independent Advisor Alliance holds $10,472,793 across 6 REIT - Specialty names. AMT ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
19,159 | $3,440,572 | |
| 2 | IRM |
Iron Mountain Inc
|
25,745 | $3,251,850 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
14,562 | $2,381,905 | |
| 4 | EQIX |
Equinix Inc
|
660 | $687,976 | |
| 5 | CCI |
Crown Castle Inc.
|
4,968 | $376,226 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,143 | $334,264 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,381,905 | 14,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,352,782 | 13,633 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,652,159 | 15,106 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,022,756 | 5,318 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,142,893 | 5,171 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,016,409 | 4,671 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $840,567 | 4,583 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $844,889 | 3,633 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $794,625 | 4,088 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $759,140 | 3,842 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $749,967 | 3,474 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $634,777 | 3,860 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $894,063 | 4,610 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $953,654 | 4,667 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,089,173 | 5,073 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,194,627 | 4,674 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,259,617 | 5,014 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $1,185,321 | 4,466 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,055,977 | 3,909 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $709,769 | 2,969 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $654,300 | 2,915 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $718,421 | 2,972 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $803,025 | 3,106 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $668,274 | 3,069 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||