Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$181,889
+$177,230 QoQ
Shares Held
1,112
+4018.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,405
of 1,735 holders
Holding Since
Mar 2020
10 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, 2026Lloyd Advisory Services, LLC. holds $225,364 across 2 REIT - Specialty names. AMT ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
1,112 | $181,889 | |
| 2 | WY |
Weyerhaeuser Co
|
1,816 | $43,475 |
All Filings in AMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,889 | 1,112 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,659 | 27 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $29,671 | 169 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $91,192 | 363 | Principal | Other | 2022-05-02 | |
| 2021-09-30 | $21,498 | 81 | Principal | Other | 2021-10-21 | |
| 2021-06-30 | $23,232 | 86 | Principal | Other | 2021-08-09 | |
| 2021-03-31 | $20,559 | 86 | Principal | Other | 2021-05-04 | |
| 2020-12-31 | $19,079 | 85 | Principal | Other | 2021-02-04 | |
| 2020-09-30 | $20,547 | 85 | Principal | Other | 2020-10-28 | |
| 2020-03-31 | $20,468 | 94 | Principal | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||