RICHARDSON FINANCIAL SERVICES INC.
Position in AMT — American Tower Corp /Ma/
CIK 2012303
MEDWAY, MA
Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,539
+$9,499 QoQ
Shares Held
95
+171.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,599
of 1,732 holders
Holding Since
Dec 2023
8 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $840,433 across 3 REIT - Specialty names. AMT ranks #3 (1.8% of the industry book) .
All Filings in AMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,539 | 95 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,040 | 35 | Shares | Sole | 2026-05-04 | |
| 2025-03-31 | $500,480 | 2,300 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $421,843 | 2,300 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $578,375 | 2,487 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $483,421 | 2,487 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $524,007 | 2,652 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $346,487 | 1,605 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||