Foundations Investment Advisors, LLC
EndowmentPosition in AMT — American Tower Corp /Ma/
CIK 1743404
PHOENIX, AZ
Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$326,485
-$50,774 QoQ
Shares Held
1,996
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,186
of 1,735 holders
Holding Since
Jun 2021
20 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, 2026Foundations Investment Advisors, LLC holds $2,382,684 across 6 REIT - Specialty names. AMT ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
6,368 | $993,280 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
7,361 | $327,785 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
1,996 | $326,485 | |
| 4 | EQIX |
Equinix Inc
|
255 | $265,809 | |
| 5 | CCI |
Crown Castle Inc.
|
3,462 | $262,177 | |
| 6 | IRM |
Iron Mountain Inc
|
1,640 | $207,148 |
All Filings in AMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,485 | 1,996 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $377,259 | 2,186 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $566,915 | 3,229 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $670,427 | 3,486 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $716,325 | 3,241 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $611,020 | 2,808 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $604,152 | 3,294 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $868,844 | 3,736 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $729,508 | 3,753 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $623,989 | 3,158 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $618,712 | 2,866 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $498,941 | 3,034 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $531,589 | 2,741 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $587,068 | 2,873 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $782,398 | 3,693 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $511,844 | 2,384 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $658,144 | 2,575 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $692,613 | 2,757 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $587,883 | 2,215 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $473,015 | 1,751 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||