Position in AMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$194,811
-$32,476 QoQ
Shares Held
1,191
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,400
of 1,735 holders
Holding Since
Mar 2023
12 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, 2026Cape Investment Advisory, Inc. holds $646,410 across 8 REIT - Specialty names. AMT ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
246 | $256,427 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,191 | $194,811 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,187 | $185,147 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
100 | $4,453 | |
| 5 | IRM |
Iron Mountain Inc
|
31 | $3,915 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
7 | $1,256 | |
| 7 | CCI |
Crown Castle Inc.
|
3 | $227 | |
| 8 | EPR |
Epr Properties
|
3 | $174 |
All Filings in AMT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,811 | 1,191 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $227,287 | 1,317 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $234,034 | 1,333 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $205,012 | 1,066 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $225,219 | 1,019 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $221,734 | 1,019 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $193,864 | 1,057 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $244,188 | 1,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $204,099 | 1,050 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $128,038 | 648 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $69,945 | 324 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $16,347 | 80 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||