Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,441,512
+$257,024 QoQ
Shares Held
21,040
+16.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#546
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $4,212,177 across 12 REIT - Specialty names. AMT ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
21,040 | $3,441,512 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3,481 | $625,117 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
203 | $31,663 | |
| 4 | SBAC |
Sba Communications Corp
|
152 | $26,821 | |
| 5 | CCI |
Crown Castle Inc.
|
292 | $22,113 | |
| 6 | EPR |
Epr Properties
|
313 | $18,157 | |
| 7 | FPI |
Farmland Partners Inc.
|
1,800 | $17,424 | |
| 8 | IRM |
Iron Mountain Inc
|
107 | $13,515 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,441,512 | 21,040 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,184,488 | 18,138 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,222,706 | 16,757 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,399,287 | 15,380 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,192,192 | 14,670 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,497,127 | 13,615 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,955,605 | 12,709 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,331,588 | 11,995 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,120,733 | 10,733 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,600,274 | 12,045 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,844,306 | 11,215 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,099,982 | 10,828 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,027,870 | 9,924 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,041,059 | 9,634 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,987,692 | 9,258 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,193,217 | 8,581 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,021,567 | 8,047 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $2,099,127 | 7,909 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,054,954 | 7,607 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,745,377 | 7,301 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,573,240 | 7,009 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,650,532 | 6,828 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,678,700 | 6,493 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,284,942 | 5,901 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||