Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,381,675
-$1,726,835 QoQ
Shares Held
8,447
-53.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#772
of 1,735 holders
Holding Since
Jun 2020
24 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, 2026RMR Wealth Builders holds $1,610,801 across 2 REIT - Specialty names. AMT ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
8,447 | $1,381,675 | |
| 2 | IRM |
Iron Mountain Inc
|
1,814 | $229,126 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,675 | 8,447 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,108,510 | 18,012 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,311,203 | 13,164 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,352,842 | 12,234 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,369,555 | 10,721 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,231,705 | 10,256 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,650,323 | 8,998 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,858,154 | 7,990 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,593,138 | 8,196 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,316,937 | 6,665 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,219,937 | 5,651 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $726,869 | 4,420 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $353,940 | 1,825 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $362,703 | 1,775 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $373,721 | 1,764 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $377,227 | 1,757 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $433,225 | 1,695 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $547,408 | 2,179 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $685,554 | 2,583 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $696,961 | 2,580 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $625,141 | 2,615 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $540,050 | 2,406 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $645,419 | 2,670 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $477,781 | 1,848 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||