Steward Partners Investment Advisory, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1723397
STAMFORD, CT
Position in AMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,878,215
+$423,307 QoQ
Shares Held
35,937
+13.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#453
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, 2026Steward Partners Investment Advisory, LLC holds $33,379,530 across 16 REIT - Specialty names. AMT ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
7,122 | $7,423,901 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
35,937 | $5,878,215 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
32,289 | $5,798,458 | |
| 4 | IRM |
Iron Mountain Inc
|
42,548 | $5,374,237 | |
| 5 | WY |
Weyerhaeuser Co
|
147,063 | $3,520,688 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
10,633 | $1,658,535 | |
| 7 | CCI |
Crown Castle Inc.
|
16,552 | $1,253,482 | |
| 8 | SBAC |
Sba Communications Corp
|
5,895 | $1,040,231 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,878,215 | 35,937 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,454,908 | 31,608 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,078,186 | 28,924 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,863,452 | 30,488 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,778,241 | 30,668 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,872,243 | 31,582 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,788,236 | 31,559 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,328,887 | 27,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,171,285 | 26,604 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,795,114 | 24,268 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,485,898 | 30,044 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,998,622 | 30,396 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,711,487 | 34,606 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,835,581 | 33,452 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,804,731 | 32,119 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,626,573 | 35,522 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,419,390 | 32,941 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,866,451 | 31,313 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $6,974,178 | 26,277 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,809,418 | 25,207 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,154,575 | 34,111 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,571,739 | 29,278 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,020,191 | 41,452 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,975,150 | 26,979 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,776,128 | 21,934 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||