Position in AMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,778,660
-$183,574 QoQ
Shares Held
10,874
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#702
of 1,735 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $3,097,967 across 2 REIT - Specialty names. AMT ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
10,874 | $1,778,660 | |
| 2 | IRM |
Iron Mountain Inc
|
10,445 | $1,319,307 |
All Filings in AMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,778,660 | 10,874 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,962,234 | 11,370 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,425,323 | 13,814 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,050,387 | 15,861 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,391,888 | 19,871 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,910,361 | 22,566 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,750,135 | 25,899 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||