Position in AMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,414,724
-$103,622 QoQ
Shares Held
39,217
+3.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#441
of 1,735 holders
Holding Since
Mar 2022
18 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, 2026HB Wealth Management, LLC holds $19,975,399 across 11 REIT - Specialty names. AMT ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
39,217 | $6,414,724 | |
| 2 | EQIX |
Equinix Inc
|
3,473 | $3,620,220 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
13,240 | $2,377,639 | |
| 4 | IRM |
Iron Mountain Inc
|
15,577 | $1,967,530 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
12,002 | $1,872,071 | |
| 6 | CCI |
Crown Castle Inc.
|
16,078 | $1,217,586 | |
| 7 | WY |
Weyerhaeuser Co
|
35,815 | $857,411 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
17,209 | $766,316 |
All Filings in AMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,414,724 | 39,217 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,518,346 | 37,770 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,025,257 | 40,014 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,604,204 | 44,739 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,614,254 | 38,975 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,175,667 | 37,572 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,980,816 | 32,609 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,280,290 | 31,305 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,274,975 | 32,282 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,022,148 | 30,478 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,486,114 | 30,045 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,606,244 | 28,010 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,071,531 | 26,150 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,236,172 | 20,731 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,244,826 | 20,036 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,011,312 | 23,341 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,425,920 | 21,229 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,899,292 | 19,502 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||