Position in AMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$287,719
+$60,356 QoQ
Shares Held
1,759
+35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,245
of 1,735 holders
Holding Since
Dec 2023
10 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, 2026Finivi Inc. holds $1,013,042 across 2 REIT - Specialty names. AMT ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
4,039 | $725,323 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,759 | $287,719 |
All Filings in AMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,719 | 1,759 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $227,363 | 1,295 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $253,285 | 1,317 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $289,757 | 1,311 | Shares | Sole | 2025-12-19 | |
| 2025-03-31 | $291,584 | 1,340 | Shares | Sole | 2025-12-19 | |
| 2024-12-31 | $232,380 | 1,267 | Shares | Sole | 2025-12-19 | |
| 2024-09-30 | $286,513 | 1,232 | Shares | Sole | 2025-12-19 | |
| 2024-06-30 | $233,644 | 1,202 | Shares | Sole | 2025-12-19 | |
| 2024-03-31 | $231,773 | 1,173 | Shares | Sole | 2025-12-19 | |
| 2023-12-31 | $248,477 | 1,151 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||