Position in AMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$474,189
-$23,876 QoQ
Shares Held
2,899
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,050
of 1,740 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$267,353
PutShares
1,106
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cypress Wealth Services, LLC holds $823,272 across 2 REIT - Specialty names. AMT ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,899 | $474,189 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
2,238 | $349,083 |
All Filings in AMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,189 | 2,899 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $498,065 | 2,886 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $374,315 | 2,132 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $494,070 | 2,569 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $593,217 | 2,684 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $573,376 | 2,635 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $479,800 | 2,616 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $597,911 | 2,571 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $492,170 | 2,532 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $338,669 | 1,714 | Shares | Sole | 2024-04-16 | |
| 2021-09-30 | $202,242 | 762 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $225,566 | 835 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $315,798 | 1,321 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $251,619 | 1,121 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $267,353 | 1,106 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $293,442 | 1,135 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $250,848 | 1,152 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||