Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$257,786
-$17,996 QoQ
Shares Held
1,576
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,292
of 1,735 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $2,100,862 across 12 REIT - Specialty names. AMT ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
918 | $956,913 | |
| 2 | IRM |
Iron Mountain Inc
|
2,702 | $341,289 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
1,576 | $257,786 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,588 | $247,696 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
579 | $103,976 | |
| 6 | WY |
Weyerhaeuser Co
|
3,484 | $83,406 | |
| 7 | RYN |
Rayonier Inc
|
2,140 | $45,539 | |
| 8 | EPR |
Epr Properties
|
598 | $34,689 |
All Filings in AMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,786 | 1,576 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $275,782 | 1,598 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $265,286 | 1,511 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $467,722 | 2,432 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $596,311 | 2,698 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $935,897 | 4,301 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,568,155 | 8,550 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,077,683 | 4,634 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $946,630 | 4,870 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,287,298 | 6,515 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,401,924 | 6,494 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,285,670 | 7,818 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,807,714 | 9,321 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,105,315 | 10,303 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,017,480 | 23,683 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,968,587 | 23,142 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,236,898 | 32,227 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,744,685 | 14,906 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $4,002,117 | 15,079 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,181,767 | 15,480 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $18,260,359 | 76,384 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||