Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,574,918
-$208,452 QoQ
Shares Held
15,742
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#604
of 1,735 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Summit Trail Advisors, LLC holds $28,963,689 across 12 REIT - Specialty names. AMT ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
194,720 | $4,661,596 | |
| 2 | EPR |
Epr Properties
|
53,780 | $3,119,777 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
19,362 | $3,020,084 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
15,742 | $2,574,918 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
13,925 | $2,500,651 | |
| 6 | EQIX |
Equinix Inc
|
2,398 | $2,499,651 | |
| 7 | SBAC |
Sba Communications Corp
|
13,490 | $2,380,445 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
49,198 | $2,190,786 |
All Filings in AMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,574,918 | 15,742 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,783,370 | 16,128 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,402,324 | 13,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,953,265 | 15,356 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,685,393 | 12,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,969,280 | 9,050 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,176,024 | 6,412 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,470,942 | 6,325 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,102,328 | 5,671 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $963,448 | 4,876 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $933,681 | 4,325 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $694,965 | 4,226 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $747,638 | 3,855 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $468,142 | 2,291 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $412,279 | 1,946 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $644,958 | 3,004 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $899,165 | 3,518 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $498,922 | 1,986 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $270,254 | 1,118 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||