Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,777
+$1,768 QoQ
Shares Held
72
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,624
of 1,735 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $65,553 across 7 REIT - Specialty names. AMT ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
269 | $33,977 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
72 | $11,777 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
46 | $8,260 | |
| 4 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 5 | EQIX |
Equinix Inc
|
3 | $3,127 | |
| 6 | SBAC |
Sba Communications Corp
|
7 | $1,235 | |
| 7 | LAND |
GLADSTONE LAND Corp
|
7 | $59 |
All Filings in AMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,777 | 72 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,009 | 58 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,404 | 139 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,155 | 110 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,312 | 110 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||