Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$391,095
-$27,411 QoQ
Shares Held
2,391
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,111
of 1,735 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $394,631 across 2 REIT - Specialty names. AMT ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,391 | $391,095 | |
| 2 | IRM |
Iron Mountain Inc
|
28 | $3,536 |
All Filings in AMT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,095 | 2,391 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $418,506 | 2,425 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $405,742 | 2,311 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $561,766 | 2,921 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $550,118 | 2,489 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $533,772 | 2,453 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $437,066 | 2,383 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $521,632 | 2,243 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $462,818 | 2,381 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $443,194 | 2,243 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $452,052 | 2,094 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $356,854 | 2,170 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $485,624 | 2,504 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $397,235 | 1,944 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $370,328 | 1,748 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||