Caerus Investment Advisors, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1862682
WEST LAKE HILLS, TX
Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,652
-$278,623 QoQ
Shares Held
1,404
-51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,344
of 1,735 holders
Holding Since
Dec 2025
2 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, 2026Caerus Investment Advisors, LLC holds $1,386,162 across 3 REIT - Specialty names. AMT ranks #2 (16.6% of the industry book) .
All Filings in AMT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,652 | 1,404 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $508,275 | 2,895 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||