Position in AMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,490,939
+$603,361 QoQ
Shares Held
9,115
+77.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#751
of 1,735 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $7,876,391 across 7 REIT - Specialty names. AMT ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
14,936 | $1,886,566 | |
| 2 | EQIX |
Equinix Inc
|
1,778 | $1,853,369 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
9,115 | $1,490,939 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
6,727 | $1,049,276 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,500 | $987,689 | |
| 6 | CCI |
Crown Castle Inc.
|
4,409 | $333,892 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,168 | $274,660 |
All Filings in AMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,939 | 9,115 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $887,578 | 5,143 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,246,370 | 7,099 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,318,545 | 6,856 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,632,453 | 7,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,456,396 | 6,693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,131,089 | 6,167 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,583,733 | 6,810 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,020,495 | 5,250 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $846,673 | 4,285 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $902,810 | 4,182 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $351,265 | 2,136 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $469,528 | 2,421 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $459,151 | 2,247 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||