Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,644,526
+$6,360,972 QoQ
Shares Held
113,985
+60.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#281
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, 2026Integrated Wealth Concepts LLC holds $31,202,679 across 16 REIT - Specialty names. AMT ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
113,985 | $18,644,526 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,095 | $2,822,458 | |
| 3 | IRM |
Iron Mountain Inc
|
18,392 | $2,323,093 | |
| 4 | EQIX |
Equinix Inc
|
2,187 | $2,279,706 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
8,651 | $1,553,546 | |
| 6 | SBAC |
Sba Communications Corp
|
4,966 | $876,300 | |
| 7 | WY |
Weyerhaeuser Co
|
34,919 | $835,960 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
14,954 | $665,901 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,644,526 | 113,985 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,283,554 | 71,176 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,594,327 | 48,951 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,661,707 | 60,637 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,885,350 | 53,775 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,708,569 | 40,021 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,170,413 | 39,095 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,836,101 | 29,395 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,435,253 | 27,962 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,177,052 | 21,140 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,016,015 | 18,603 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,581,515 | 9,617 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,760,975 | 9,080 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,131,470 | 10,431 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,048,474 | 9,669 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,957,849 | 9,119 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,453,152 | 9,598 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,196,667 | 8,744 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $1,544,951 | 5,821 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $901,727 | 3,338 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $728,415 | 3,047 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $778,427 | 3,468 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $638,892 | 2,643 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $392,463 | 1,518 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $363,860 | 1,671 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||