Position in AMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$32,223
-$1,775 QoQ
Shares Held
197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,536
of 1,735 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $411,153 across 2 REIT - Specialty names. AMT ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
3,000 | $378,930 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
197 | $32,223 |
All Filings in AMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,223 | 197 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $33,998 | 197 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $34,411 | 196 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $37,694 | 196 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $59,233 | 268 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $58,099 | 267 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $48,787 | 266 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||