Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$39,420
-$3,989,287 QoQ
Shares Held
241
-99.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,514
of 1,735 holders
Holding Since
Dec 2020
22 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, 2026Bogart Wealth, LLC holds $14,309,543 across 9 REIT - Specialty names. AMT ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
75,354 | $13,532,071 | |
| 2 | IRM |
Iron Mountain Inc
|
5,070 | $640,391 | |
| 3 | EQIX |
Equinix Inc
|
46 | $47,949 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
241 | $39,420 | |
| 5 | CCI |
Crown Castle Inc.
|
267 | $20,219 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
102 | $15,909 | |
| 7 | WY |
Weyerhaeuser Co
|
471 | $11,275 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
53 | $1,736 |
All Filings in AMT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,420 | 241 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,028,707 | 23,344 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,836,204 | 21,850 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,043,591 | 57,423 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,722,574 | 57,563 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,101,900 | 37,233 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,578,733 | 35,869 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,976,800 | 30,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,332 | 12 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,137 | 26 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $70,376 | 326 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,275 | 26 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,715 | 14 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,860 | 14 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,745 | 46 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $15,458 | 72 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,523 | 49 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,309 | 49 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $13,005 | 49 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $13,236 | 49 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,713 | 49 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||