Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,829,366
+$25,560 QoQ
Shares Held
11,184
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 1,735 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $10,546,245 across 9 REIT - Specialty names. AMT ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
21,343 | $2,695,834 | |
| 2 | EQIX |
Equinix Inc
|
1,804 | $1,880,471 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
11,184 | $1,829,366 | |
| 4 | CCI |
Crown Castle Inc.
|
21,174 | $1,603,507 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
4,301 | $772,373 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,988 | $622,048 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
14,686 | $481,113 | |
| 8 | SBAC |
Sba Communications Corp
|
2,042 | $360,331 |
All Filings in AMT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,829,366 | 11,184 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,803,806 | 10,452 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,759,784 | 15,719 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,240,720 | 11,651 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,747,941 | 12,433 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,602,278 | 11,959 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,389,832 | 13,030 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,645,843 | 15,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,926,390 | 15,055 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,227,830 | 16,336 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,203,443 | 14,839 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,302,957 | 14,004 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,811,890 | 19,655 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,262,487 | 40,435 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,734,755 | 45,949 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,899,172 | 46,107 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,637,655 | 41,620 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,570,765 | 30,136 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $7,235,076 | 27,260 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,024,450 | 26,003 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,873,226 | 24,568 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,548,774 | 6,900 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||