Position in AMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,663,833
-$178,802 QoQ
Shares Held
10,172
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#714
of 1,732 holders
Holding Since
Mar 2024
10 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, 2026Portside Wealth Group, LLC holds $1,877,548 across 2 REIT - Specialty names. AMT ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
10,172 | $1,663,833 | |
| 2 | IRM |
Iron Mountain Inc
|
1,692 | $213,715 |
All Filings in AMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,663,833 | 10,172 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $1,842,635 | 10,677 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,642,808 | 9,357 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,217,577 | 6,331 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,246,772 | 5,641 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,178,956 | 5,418 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $977,757 | 5,331 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $1,324,428 | 5,695 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $1,091,249 | 5,614 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $759,931 | 3,846 | Shares | Other | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||