Position in AMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$981
-$15,759 QoQ
Shares Held
6
-93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,718
of 1,735 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $144,101 across 7 REIT - Specialty names. AMT ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
713 | $90,059 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
233 | $41,842 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
218 | $9,707 | |
| 4 | EQIX |
Equinix Inc
|
1 | $1,042 | |
| 5 | AMT |
American Tower Corp /Ma/
This page
|
6 | $981 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
9 | $294 | |
| 7 | SBAC |
Sba Communications Corp
|
1 | $176 |
All Filings in AMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981 | 6 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $16,740 | 97 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,251 | 47 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $26,924 | 140 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $13,040 | 59 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,361 | 66 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,956 | 87 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $20,930 | 90 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,494 | 90 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,783 | 90 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $20,076 | 93 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $10,524 | 64 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $16,678 | 86 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $13,077 | 64 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $9,321 | 44 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $5,796 | 27 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||