Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$467,319
-$8,484 QoQ
Shares Held
2,857
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,056
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, 2026Principle Wealth Partners LLC holds $806,107 across 2 REIT - Specialty names. AMT ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,857 | $467,319 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
2,172 | $338,788 |
All Filings in AMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,319 | 2,857 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $475,803 | 2,757 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $488,435 | 2,782 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $549,458 | 2,857 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $688,919 | 3,117 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $639,091 | 2,937 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $763,352 | 4,162 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $930,705 | 4,002 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $777,908 | 4,002 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $790,755 | 4,002 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $756,011 | 3,502 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $474,602 | 2,886 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $551,759 | 2,845 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $583,186 | 2,854 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $604,648 | 2,854 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $634,223 | 2,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $768,814 | 3,008 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $755,669 | 3,008 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $840,288 | 3,166 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $855,263 | 3,166 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $756,863 | 3,166 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $671,359 | 2,991 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $680,711 | 2,816 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $708,399 | 2,740 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $591,409 | 2,716 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||