Position in AMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$83,981,312
-$10,390,091 QoQ
Shares Held
761,891
+39.3% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#105
of 1,735 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 14%
Shared 1%
None 85%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $320,665,302 across 14 REIT - Specialty names. AMT ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
147,829 | $154,095,471 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
761,891 | $83,981,312 | |
| 3 | IRM |
Iron Mountain Inc
|
224,512 | $28,358,110 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
57,518 | $10,329,082 | |
| 5 | EPR |
Epr Properties
|
163,763 | $9,499,891 | |
| 6 | CCI |
Crown Castle Inc.
|
375,059 | $8,227,457 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
43,893 | $6,846,430 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,862 | $4,936,684 |
All Filings in AMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,730,010 | 511,891 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $251,302 | 250,000 | Principal | Sole | 2026-08-17 | |
| 2026-03-31 | $94,371,403 | 546,827 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $101,747,028 | 579,524 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $122,459,567 | 636,749 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $142,632,823 | 645,339 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $141,181,707 | 648,813 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $123,120,748 | 671,287 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $162,648,509 | 699,383 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $125,618,851 | 646,254 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $100,098,500 | 506,597 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $79,128,870 | 366,541 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $55,179,059 | 335,537 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $62,061,963 | 320,006 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $64,937,617 | 317,792 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $36,459,198 | 172,091 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||