Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,855,806
+$947,114 QoQ
Shares Held
35,800
+25.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#455
of 1,735 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $29,519,668 across 8 REIT - Specialty names. AMT ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
8,310 | $8,662,260 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
35,800 | $5,855,806 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
30,010 | $5,389,195 | |
| 4 | IRM |
Iron Mountain Inc
|
27,040 | $3,415,422 | |
| 5 | CCI |
Crown Castle Inc.
|
30,039 | $2,274,853 | |
| 6 | SBAC |
Sba Communications Corp
|
8,998 | $1,587,787 | |
| 7 | WY |
Weyerhaeuser Co
|
55,772 | $1,335,181 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
22,438 | $999,164 |
All Filings in AMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,855,806 | 35,800 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,908,692 | 28,443 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,379,769 | 24,946 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,344,059 | 32,987 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,336,095 | 33,192 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,562,598 | 30,159 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,780,899 | 31,519 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,698,201 | 33,102 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,351,451 | 37,820 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,465,345 | 37,782 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,449,111 | 39,138 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,395,419 | 26,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,583,235 | 18,476 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,991,781 | 19,535 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,439,102 | 20,953 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,564,878 | 16,604 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,831,170 | 11,077 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,007,499 | 7,991 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||