Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$408,597
-$135,375 QoQ
Shares Held
2,498
-20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,095
of 1,735 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Balboa Wealth Partners holds $1,228,918 across 2 REIT - Specialty names. AMT ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
4,568 | $820,321 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
2,498 | $408,597 |
All Filings in AMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,597 | 2,498 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $543,972 | 3,152 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $567,091 | 3,230 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $637,733 | 3,316 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $732,460 | 3,314 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||