Position in AMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,583,352
-$1,967,261 QoQ
Shares Held
382,609
+2.3% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#132
of 1,732 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $395,160,224 across 15 REIT - Specialty names. AMT ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
143,064 | $149,128,481 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
382,609 | $62,583,352 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
347,425 | $62,390,579 | |
| 4 | IRM |
Iron Mountain Inc
|
259,638 | $32,794,873 | |
| 5 | WY |
Weyerhaeuser Co
|
918,574 | $21,990,660 | |
| 6 | CCI |
Crown Castle Inc.
|
263,217 | $19,933,422 | |
| 7 | FRMI |
Fermi Inc.
|
1,613,946 | $14,783,745 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
53,863 | $8,401,549 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,583,352 | 382,609 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $64,550,613 | 374,033 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $53,930,185 | 307,172 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $64,680,290 | 336,316 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $70,702,748 | 319,893 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $64,085,808 | 294,512 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $62,541,523 | 340,993 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $81,492,974 | 350,417 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $71,930,510 | 370,051 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $75,849,661 | 383,874 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $83,933,060 | 388,795 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $64,273,140 | 390,837 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $73,710,773 | 380,070 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $80,161,762 | 392,296 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $81,843,210 | 386,308 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $82,116,305 | 382,470 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $97,738,124 | 382,402 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $97,251,530 | 387,117 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $96,355,771 | 363,045 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $94,710,541 | 350,598 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $85,728,585 | 358,607 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $77,930,713 | 347,192 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $83,728,983 | 346,374 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $83,675,435 | 323,646 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $66,308,792 | 304,518 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||