Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,964,959
+$576,922 QoQ
Shares Held
42,581
+15.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#427
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, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. AMT ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,421 | $221,638 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,964,959 | 42,581 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $6,388,037 | 37,015 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,490,763 | 31,274 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,614,132 | 23,992 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $5,014,716 | 22,689 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,550,013 | 20,910 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,590,980 | 19,579 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,103,053 | 17,643 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,324,284 | 17,102 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,142,469 | 15,904 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,429,294 | 34,414 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,281,969 | 32,119 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,493,111 | 33,480 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,181,245 | 25,356 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,221,501 | 24,646 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,256,642 | 19,826 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,507,164 | 52,847 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,889,922 | 35,387 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $4,922,293 | 18,546 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,605,076 | 17,047 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,884,497 | 12,066 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,595,430 | 11,563 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,182,375 | 13,165 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,459,523 | 13,381 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,278,536 | 10,464 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||