Position in AMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,872,876
+$267,710 QoQ
Shares Held
11,450
+23.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#691
of 1,740 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,452,461 across 7 REIT - Specialty names. AMT ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
11,450 | $1,872,876 | |
| 2 | IRM |
Iron Mountain Inc
|
8,053 | $1,017,174 | |
| 3 | WY |
Weyerhaeuser Co
|
36,495 | $873,690 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,022 | $627,351 | |
| 5 | EQIX |
Equinix Inc
|
557 | $580,611 | |
| 6 | FRMI |
Fermi Inc.
|
30,560 | $279,929 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,510 | $200,830 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872,876 | 11,450 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,605,166 | 9,301 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,863,148 | 10,612 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,742,419 | 9,060 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,316,068 | 10,479 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,434,508 | 11,188 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,047,589 | 11,164 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,656,067 | 11,421 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,268,997 | 11,673 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,312,395 | 11,703 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,329,561 | 10,791 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,789,709 | 10,883 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,034,624 | 10,491 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,177,038 | 10,654 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,351,222 | 11,098 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,449,727 | 11,410 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,053,789 | 11,948 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,676,353 | 14,634 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $3,457,761 | 13,028 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,551,530 | 13,147 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,090,567 | 12,928 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,898,003 | 12,911 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,943,304 | 12,176 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,119,543 | 12,066 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,858,622 | 13,128 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||