Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,289,258
+$736,831 QoQ
Shares Held
7,882
+146.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#784
of 1,735 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $3,189,534 across 2 REIT - Specialty names. AMT ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,823 | $1,900,276 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
7,882 | $1,289,258 |
All Filings in AMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,258 | 7,882 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $552,427 | 3,201 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,969 | 165 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||