Position in AMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$283,466
-$15,615 QoQ
Shares Held
1,733
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,256
of 1,735 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $580,451 across 2 REIT - Specialty names. AMT ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
1,904 | $296,985 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,733 | $283,466 |
All Filings in AMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,466 | 1,733 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $299,081 | 1,733 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $304,262 | 1,733 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $333,290 | 1,733 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $383,027 | 1,733 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $377,100 | 1,733 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $354,898 | 1,935 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $450,003 | 1,935 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $415,001 | 2,135 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $297,570 | 1,506 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $325,115 | 1,506 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $245,852 | 1,495 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $204,135 | 999 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||