Position in AMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,605
-$24,975 QoQ
Shares Held
2,657
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,078
of 1,735 holders
Holding Since
Dec 2022
15 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, 2026Beaumont Financial Advisors, LLC holds $795,598 across 2 REIT - Specialty names. AMT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,657 | $434,605 | |
| 2 | IRM |
Iron Mountain Inc
|
2,858 | $360,993 |
All Filings in AMT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,605 | 2,657 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $459,580 | 2,663 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $499,496 | 2,845 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $784,280 | 4,078 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $905,960 | 4,099 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $697,625 | 3,206 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $575,723 | 3,139 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $862,565 | 3,709 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,128,072 | 10,948 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,590,009 | 13,108 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,170,197 | 14,685 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,987,892 | 18,169 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,728,108 | 19,223 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,005,064 | 19,600 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,804,137 | 22,676 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||