Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,025,420
+$145,435 QoQ
Shares Held
6,269
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#844
of 1,740 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $4,526,186 across 7 REIT - Specialty names. AMT ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,383 | $1,441,625 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
6,269 | $1,025,420 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,613 | $648,822 | |
| 4 | CCI |
Crown Castle Inc.
|
6,748 | $511,026 | |
| 5 | IRM |
Iron Mountain Inc
|
3,282 | $414,549 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,693 | $264,074 | |
| 7 | EPR |
Epr Properties
|
3,804 | $220,670 |
All Filings in AMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,420 | 6,269 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $879,985 | 5,099 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $685,425 | 3,904 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $889,095 | 4,623 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,128,528 | 5,106 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $930,892 | 4,278 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $580,125 | 3,163 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||