Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,827,240
-$114,112 QoQ
Shares Held
11,171
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#696
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, 2026Clearstead Trust, LLC holds $3,014,292 across 8 REIT - Specialty names. AMT ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
11,171 | $1,827,240 | |
| 2 | EQIX |
Equinix Inc
|
1,018 | $1,061,153 | |
| 3 | CCI |
Crown Castle Inc.
|
824 | $62,401 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
127 | $22,806 | |
| 5 | EPR |
Epr Properties
|
359 | $20,825 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
59 | $9,202 | |
| 7 | WY |
Weyerhaeuser Co
|
335 | $8,019 | |
| 8 | SBAC |
Sba Communications Corp
|
15 | $2,646 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,240 | 11,171 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,941,352 | 11,249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,228,556 | 18,389 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,707,416 | 24,477 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,201,916 | 14,487 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,858,828 | 13,138 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,417,710 | 13,182 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,144,443 | 13,521 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,587,586 | 13,312 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $735,232 | 3,721 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $787,098 | 3,646 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $605,176 | 3,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,441,316 | 12,588 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,963,543 | 14,503 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,525,965 | 21,363 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,953,987 | 23,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,929,688 | 23,200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,765,247 | 22,949 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $5,082,866 | 19,151 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,042,163 | 18,665 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,638,242 | 19,402 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,660,207 | 25,217 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,136,242 | 17,111 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,506,093 | 17,429 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,336,708 | 19,916 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||