Position in AMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$33,361
-$509,919 QoQ
Shares Held
204
-93.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,529
of 1,732 holders
Holding Since
Jun 2021
16 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, 2026Ascentis Independent Advisors holds $48,543 across 2 REIT - Specialty names. AMT ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
204 | $33,361 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
341 | $15,182 |
All Filings in AMT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,361 | 204 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $543,280 | 3,148 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $418,032 | 2,381 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $394,063 | 2,049 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $247,763 | 1,121 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $251,545 | 1,156 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $223,943 | 1,221 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $323,025 | 1,389 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $411,696 | 2,118 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $524,372 | 2,429 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $345,016 | 2,098 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $639,032 | 3,295 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $370,468 | 1,813 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $202,483 | 806 | Shares | Sole | 2022-05-18 | |
| 2021-09-30 | $204,365 | 770 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,061,650 | 3,930 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||