Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$394,203
-$65,439 QoQ
Shares Held
2,410
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,106
of 1,735 holders
Holding Since
Dec 2025
2 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, 2026WADDELL & ASSOCIATES, LLC holds $3,138,843 across 6 REIT - Specialty names. AMT ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,153 | $1,201,875 | |
| 2 | IRM |
Iron Mountain Inc
|
3,889 | $491,219 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,305 | $413,931 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
2,410 | $394,203 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,518 | $392,757 | |
| 6 | WY |
Weyerhaeuser Co
|
10,228 | $244,858 |
All Filings in AMT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,203 | 2,410 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $459,642 | 2,618 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||