Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,197
+$4,781 QoQ
Shares Held
44
+214.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,652
of 1,735 holders
Holding Since
Sep 2020
14 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, 2026Crewe Advisors LLC holds $132,319 across 9 REIT - Specialty names. AMT ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
622 | $78,564 | |
| 2 | EQIX |
Equinix Inc
|
12 | $12,508 | |
| 3 | EPR |
Epr Properties
|
206 | $11,950 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
44 | $7,197 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
128 | $5,699 | |
| 6 | CCI |
Crown Castle Inc.
|
69 | $5,225 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
29 | $5,207 | |
| 8 | SBAC |
Sba Communications Corp
|
28 | $4,940 |
All Filings in AMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,197 | 44 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,416 | 14 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,618 | 32 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $18,078 | 94 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $64,534 | 332 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $69,156 | 350 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $19,569 | 119 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $22,884 | 118 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $86,844 | 425 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $129,870 | 613 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $168,324 | 784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $167,922 | 657 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $75,366 | 300 | Shares | Sole | 2022-04-27 | |
| 2020-09-30 | $3,142 | 13 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||