Position in AMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$340,879
-$16,706 QoQ
Shares Held
2,084
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,162
of 1,735 holders
Holding Since
Dec 2025
3 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 Advisory Group, Inc. holds $575,184 across 2 REIT - Specialty names. AMT ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,084 | $340,879 | |
| 2 | IRM |
Iron Mountain Inc
|
1,855 | $234,305 |
All Filings in AMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,879 | 2,084 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $357,585 | 2,072 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $353,246 | 2,012 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||