Position in AMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,441,215
-$3,624 QoQ
Shares Held
8,811
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#760
of 1,732 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, 2026Hixon Zuercher, LLC holds $4,237,096 across 2 REIT - Specialty names. AMT ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,569 | $2,795,881 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
8,811 | $1,441,215 |
All Filings in AMT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,441,215 | 8,811 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,444,839 | 8,372 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,224,425 | 6,974 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,604,141 | 8,341 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,798,218 | 8,136 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,753,638 | 8,059 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,009,941 | 16,411 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,283,755 | 18,420 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,678,447 | 18,924 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,410,600 | 17,261 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,250,073 | 15,055 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,695,171 | 16,389 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,491,159 | 12,845 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,561,606 | 12,536 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,469,228 | 11,655 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,493,311 | 11,613 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,810,467 | 10,996 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,686,797 | 10,695 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $2,667,635 | 10,051 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,647,372 | 9,800 | Shares | Sole | 2021-10-13 | |
| 2021-03-31 | $2,124,048 | 8,885 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $1,935,069 | 8,621 | Shares | Sole | 2021-10-13 | |
| 2020-09-30 | $2,040,201 | 8,440 | Shares | Sole | 2021-10-13 | |
| 2020-06-30 | $2,145,106 | 8,297 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||