Position in AMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$907,159
-$34,782 QoQ
Shares Held
5,546
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#872
of 1,735 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cove Private Wealth, LLC holds $1,782,252 across 2 REIT - Specialty names. AMT ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
5,546 | $907,159 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
4,873 | $875,093 |
All Filings in AMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,159 | 5,546 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $941,941 | 5,458 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $958,261 | 5,458 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,224,693 | 6,368 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,407,455 | 6,368 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,224,870 | 5,629 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $917,050 | 5,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,162,800 | 5,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $971,900 | 5,000 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $987,950 | 5,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,079,400 | 5,000 | Shares | Sole | 2024-03-12 | |
| No filing history on record for this holder in this stock. | ||||||