Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$604,063
+$234,570 QoQ
Shares Held
3,693
+72.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#986
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, 2026Arkadios Wealth Advisors holds $5,377,196 across 7 REIT - Specialty names. AMT ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCI |
Crown Castle Inc.
|
21,862 | $1,655,608 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
7,836 | $1,407,188 | |
| 3 | IRM |
Iron Mountain Inc
|
6,615 | $835,540 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
3,693 | $604,063 | |
| 5 | WY |
Weyerhaeuser Co
|
16,188 | $387,540 | |
| 6 | EQIX |
Equinix Inc
|
273 | $284,572 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
6,187 | $202,685 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,063 | 3,693 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $369,493 | 2,141 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $349,734 | 1,992 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $298,480 | 1,552 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $285,115 | 1,290 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $319,436 | 1,468 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $298,408 | 1,627 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $403,956 | 1,737 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $324,614 | 1,670 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $329,975 | 1,670 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $378,221 | 1,752 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $319,197 | 1,941 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $467,589 | 2,411 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $619,967 | 3,034 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $650,198 | 3,069 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $598,368 | 2,787 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $588,368 | 2,302 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $524,296 | 2,087 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $474,818 | 1,789 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $428,982 | 1,588 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $221,130 | 925 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $74,520 | 332 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $111,920 | 463 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $94,367 | 365 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,468 | 94 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||