Financial Gravity Asset Management, Inc.
Position in AMT — American Tower Corp /Ma/
CIK 1741736
Lakeway, TX
Position in AMT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$690
-$12 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $33,521 across 2 REIT - Specialty names. AMT ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SELF |
Global Self Storage, Inc.
|
6,425 | $32,831 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
4 | $690 |
All Filings in AMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $690 | 4 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $702 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,192 | 53 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,523 | 7 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $777 | 4 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $790 | 4 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $1,079 | 5 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $8,222 | 50 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $37,624 | 194 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $41,685 | 204 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $44,914 | 212 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $323,120 | 1,505 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,635,775 | 6,400 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $385,369 | 1,534 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $265 | 1 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,317 | 53 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,148 | 55 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,342 | 55 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $45,507 | 209 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||