Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$168,967
+$36,253 QoQ
Shares Held
1,033
+34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,414
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $935,736 across 12 REIT - Specialty names. AMT ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
13,024 | $311,794 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,261 | $226,450 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
1,033 | $168,967 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
369 | $57,556 | |
| 5 | EPR |
Epr Properties
|
925 | $53,659 | |
| 6 | CCI |
Crown Castle Inc.
|
551 | $41,727 | |
| 7 | EQIX |
Equinix Inc
|
35 | $36,483 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
411 | $18,301 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,967 | 1,033 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $132,714 | 769 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $149,410 | 851 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $165,587 | 861 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $540,172 | 2,444 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,500,569 | 6,896 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $814,340 | 4,440 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $987,217 | 4,245 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $225,869 | 1,162 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,972,945 | 25,168 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,320,102 | 29,276 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,751,803 | 34,976 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $204,218 | 1,053 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $213,126 | 1,043 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $234,105 | 1,105 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $211,479 | 985 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $783,894 | 3,067 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $900,372 | 3,584 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $974,320 | 3,671 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $981,958 | 3,635 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,091,547 | 4,566 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,012,987 | 4,513 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $720,355 | 2,980 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $755,195 | 2,921 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $725,325 | 3,331 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||