Position in AMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$425,609
-$29,311 QoQ
Shares Held
2,602
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,082
of 1,735 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Founders Financial Alliance, LLC holds $1,565,304 across 2 REIT - Specialty names. AMT ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
9,023 | $1,139,695 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
2,602 | $425,609 |
All Filings in AMT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,609 | 2,602 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $454,920 | 2,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $459,993 | 2,620 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $507,147 | 2,637 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $581,061 | 2,629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $578,598 | 2,659 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $440,000 | 2,399 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $610,470 | 2,625 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $507,331 | 2,610 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $507,213 | 2,567 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $590,431 | 2,735 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $435,463 | 2,648 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $522,862 | 2,696 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $539,253 | 2,639 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $579,860 | 2,737 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $588,492 | 2,741 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $246,899 | 966 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $682,564 | 2,717 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $688,469 | 2,594 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $679,653 | 2,516 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $576,122 | 2,410 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $470,912 | 2,098 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $349,296 | 1,445 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||