Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,239,511
+$3,765,720 QoQ
Shares Held
50,373
+94.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#69
of 640 holders
Holding Since
Sep 2021
15 quarters on record
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $45,577,329 across 13 REIT - Specialty names. AMT ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
100,099 | $12,643,504 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
50,373 | $8,239,511 | |
| 3 | EQIX |
Equinix Inc
|
6,547 | $6,824,527 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
40,786 | $6,361,800 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
31,191 | $5,601,279 | |
| 6 | CCI |
Crown Castle Inc.
|
21,562 | $1,632,890 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,546 | $1,226,623 | |
| 8 | WY |
Weyerhaeuser Co
|
49,829 | $1,192,906 |
All Filings in AMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,239,511 | 50,373 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,473,791 | 25,923 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,090,476 | 28,994 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,567,664 | 28,950 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,253,760 | 28,295 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,930,342 | 31,849 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,833,171 | 31,804 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,308,887 | 27,128 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,200,892 | 42,190 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,114,814 | 25,886 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $790,552 | 3,662 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $364,219 | 1,878 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $339,187 | 1,601 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,662,868 | 6,506 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $416,162 | 1,568 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||