Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$335,482
+$28,635 QoQ
Shares Held
2,051
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,172
of 1,735 holders
Holding Since
Mar 2025
6 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, 2026Lewis Asset Management, LLC holds $687,279 across 2 REIT - Specialty names. AMT ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
1,959 | $351,797 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
2,051 | $335,482 |
All Filings in AMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,482 | 2,051 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $306,847 | 1,778 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $249,836 | 1,423 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $241,746 | 1,257 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $270,528 | 1,224 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $227,174 | 1,044 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||