OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in AMT — American Tower Corp /Ma/
CIK 714364
WILLIAMSVILLE, NY
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,483
-$10,337 QoQ
Shares Held
113
-32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,585
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $52,337 across 8 REIT - Specialty names. AMT ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
113 | $18,483 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
79 | $14,186 | |
| 3 | FPI |
Farmland Partners Inc.
|
875 | $8,470 | |
| 4 | CCI |
Crown Castle Inc.
|
106 | $8,027 | |
| 5 | IRM |
Iron Mountain Inc
|
25 | $3,157 | |
| 6 | EQIX |
Equinix Inc
|
13 | $13 | |
| 7 | WY |
Weyerhaeuser Co
|
54 | $1 | |
| 8 | SBAC |
Sba Communications Corp
|
0 | $0 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,483 | 113 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,820 | 167 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $61,976 | 353 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $72,120 | 375 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $82,219 | 372 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,512 | 370 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $48,603 | 265 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $64,651 | 278 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $53,648 | 276 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $54,139 | 274 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $59,151 | 274 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $45,059 | 274 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $53,139 | 274 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $55,989 | 274 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $20,974 | 99 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $21,255 | 99 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $25,303 | 99 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $24,870 | 99 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $22,294 | 84 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $22,691 | 84 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $20,081 | 84 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $18,854 | 84 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $20,305 | 84 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $21,717 | 84 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $18,291 | 84 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||