Position in AMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,579,595
+$1,177,189 QoQ
Shares Held
9,657
+321.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#730
of 1,735 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $7,351,224 across 7 REIT - Specialty names. AMT ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OUT |
OUTFRONT Media Inc.
|
69,101 | $2,263,748 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
9,657 | $1,579,595 | |
| 3 | EPR |
Epr Properties
|
23,524 | $1,364,627 | |
| 4 | IRM |
Iron Mountain Inc
|
8,550 | $1,079,950 | |
| 5 | EQIX |
Equinix Inc
|
465 | $484,711 | |
| 6 | WY |
Weyerhaeuser Co
|
12,189 | $291,804 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
1,597 | $286,789 |
All Filings in AMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,579,595 | 9,657 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $402,406 | 2,292 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $522,341 | 2,716 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $798,103 | 3,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $347,072 | 1,595 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $285,936 | 1,559 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $427,910 | 1,840 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $394,202 | 2,028 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $536,654 | 2,716 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||