Position in AMT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$369,666
+$41,526 QoQ
Shares Held
2,142
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $2,453,357 across 7 REIT - Specialty names. AMT ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
26,053 | $636,474 | |
| 2 | IRM |
Iron Mountain Inc
|
4,991 | $509,780 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
2,142 | $369,666 | |
| 4 | CCI |
Crown Castle Inc.
|
3,905 | $317,515 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,186 | $276,878 | |
| 6 | EPR |
Epr Properties
|
4,397 | $219,674 | |
| 7 | FRMI |
Fermi Inc.
|
21,125 | $123,370 |
All Filings in AMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,666 | 2,142 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $328,140 | 1,869 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $368,869 | 1,918 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $706,821 | 3,198 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,279,270 | 5,879 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,849,506 | 10,084 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,072,334 | 4,611 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $841,276 | 4,328 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $971,945 | 4,919 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $990,889 | 4,590 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $982,588 | 5,975 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,137,070 | 5,863 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $909,313 | 4,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $771,170 | 3,640 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $733,200 | 3,415 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $824,277 | 3,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $870,226 | 3,464 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $955,741 | 3,601 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||