Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$131,648,987
-$60,278,093 QoQ
Shares Held
804,848
-27.6% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
5.63%
of 13F equity value
Holder Rank
#88
of 1,742 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)
Derivatives in AMT
reported options exposure · as of Sep 30, 2023CallValue
$822,250
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Heard Capital LLC holds $137,027,719 across 2 REIT - Specialty names. AMT ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
804,848 | $131,648,987 | |
| 2 | EQIX |
Equinix Inc
|
5,160 | $5,378,732 |
All Filings in AMT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,648,987 | 804,848 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $191,927,080 | 1,112,105 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,089,590 | 1,162,440 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $195,467,316 | 1,016,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $182,387,914 | 825,210 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,343,731 | 801,212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $175,721,085 | 958,078 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $183,797,982 | 790,325 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $197,041,645 | 1,013,693 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $187,150,925 | 947,168 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $163,809,312 | 758,798 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $822,250 | 5,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $152,043,069 | 924,555 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $146,743,731 | 756,645 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $139,784,907 | 684,080 | Shares | Sole | 2023-05-04 | |
| 2023-03-31 | $817,360 | 4,000 | Call | Sole | 2023-05-04 | |
| 2022-12-31 | $953,370 | 4,500 | Call | Sole | 2023-02-13 | |
| 2022-12-31 | $85,655,421 | 404,302 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $62,386,452 | 290,575 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $2,576,400 | 12,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $66,237,426 | 259,155 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $103,670,454 | 412,668 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $38,728,627 | 145,920 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $39,633,860 | 146,716 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $35,378,489 | 147,990 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,845,068 | 137,419 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,777,771 | 98,365 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $19,782,188 | 76,515 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $15,393,400 | 70,693 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||