Valeo Financial Advisors, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1722641 CARMEL, IN

Back to AMT Full portfolio

Position in AMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$338,917

-$275,467 QoQ

Shares Held

2,072

-41.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,168

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMT Over Time

Shares Held

Position Value (USD)

Derivatives in AMT

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$58,182

PutShares

300

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, 2026

Valeo Financial Advisors, LLC holds $3,519,534 across 4 REIT - Specialty names. AMT ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	2,472	$2,576,788
2	DLR	Digital Realty Trust, Inc.	2,012	$361,314
3	AMT	American Tower Corp /Ma/ This page	2,072	$338,917
4	IRM	Iron Mountain Inc	1,920	$242,515

All Filings in AMT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,917	2,072	-41.8%	Shares	Sole	2026-07-08
2026-03-31	$614,384	3,560	-54.9%	Shares	Sole	2026-05-08
2025-12-31	$1,386,476	7,897	-25.2%	Shares	Sole	2026-02-04
2025-09-30	$2,030,706	10,559	-1.6%	Shares	Sole	2025-11-03
2025-06-30	$2,371,544	10,730	+15.4%	Shares	Sole	2025-09-12
2025-03-31	$2,022,809	9,296	+77.7%	Shares	Sole	2025-04-30
2024-12-31	$959,234	5,230	+6.6%	Shares	Sole	2025-01-30
2024-09-30	$1,141,404	4,908	+6.9%	Shares	Sole	2024-10-10
2024-06-30	$892,787	4,593	+4.8%	Shares	Sole	2024-07-10
2024-03-31	$866,234	4,384	+2.5%	Shares	Sole	2024-04-25
2023-12-31	$923,318	4,277	+7.9%	Shares	Sole	2024-01-29
2023-09-30	$652,044	3,965	+4.8%	Shares	Sole	2023-10-20
2023-06-30	$733,481	3,782	+92.5%	Shares	Sole	2023-07-14
2023-06-30	$58,182	300	—	Put	Sole	2023-07-14
2023-03-31	$401,528	1,965	-21.4%	Shares	Sole	2023-04-17
2022-12-31	$529,861	2,501	+5.6%	Shares	Sole	2023-02-09
2022-09-30	$508,624	2,369	+46.7%	Shares	Sole	2022-10-31
2022-06-30	$412,777	1,615	+5.6%	Shares	Sole	2022-08-03
2022-03-31	$384,366	1,530	-2.5%	Shares	Sole	2022-04-28
2021-09-30	$416,428	1,569	+42.6%	Shares	Sole	2021-11-02
2021-06-30	$297,154	1,100	-88.9%	Shares	Sole	2021-07-22
2021-03-31	$2,362,629	9,883	-1.1%	Shares	Sole	2021-04-12
2020-12-31	$2,242,355	9,990	+767.9%	Shares	Sole	2021-02-11
2020-09-30	$278,231	1,151	-37.3%	Shares	Sole	2020-10-28
2020-06-30	$474,937	1,837	+65.5%	Shares	Sole	2020-07-20
2020-03-31	$241,702	1,110	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.