Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$938,401
-$64,633 QoQ
Shares Held
5,737
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#864
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, 2026Summit Financial, LLC holds $5,521,662 across 8 REIT - Specialty names. AMT ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
9,491 | $1,704,393 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
5,737 | $938,401 | |
| 3 | WY |
Weyerhaeuser Co
|
35,270 | $844,363 | |
| 4 | IRM |
Iron Mountain Inc
|
5,976 | $754,828 | |
| 5 | EQIX |
Equinix Inc
|
649 | $676,511 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
5,444 | $242,421 | |
| 8 | FRMI |
Fermi Inc.
|
10,145 | $92,928 |
All Filings in AMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,401 | 5,737 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,003,034 | 5,812 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,015,321 | 5,783 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,247,579 | 6,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,954,921 | 8,845 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,022,156 | 9,293 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,747,163 | 9,526 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,965,837 | 12,753 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,478,345 | 12,750 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,249,361 | 6,323 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,304,994 | 6,045 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $992,291 | 6,034 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,199,712 | 6,186 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $805,303 | 3,941 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $894,684 | 4,223 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $883,275 | 4,114 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $864,660 | 3,383 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $846,108 | 3,368 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $568,242 | 2,141 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $239,073 | 885 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||