Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$559,447,346
-$44,902,097 QoQ
Shares Held
3,420,232
-2.3% QoQ
Ownership
0.734%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#27
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Jun 30, 2026CallValue
$1,341,274
CallShares
8,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,135,515,384 across 19 REIT - Specialty names. AMT ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
3,420,232 | $559,447,346 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
751,003 | $117,141,447 | |
| 3 | EQIX |
Equinix Inc
|
111,802 | $116,541,283 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
589,022 | $105,776,569 | |
| 5 | IRM |
Iron Mountain Inc
|
662,157 | $83,637,048 | |
| 6 | CCI |
Crown Castle Inc.
|
771,305 | $58,410,924 | |
| 7 | WY |
Weyerhaeuser Co
|
1,285,883 | $30,784,036 | |
| 8 | SBAC |
Sba Communications Corp
|
121,175 | $21,382,538 |
All Filings in AMT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,447,346 | 3,420,232 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,341,274 | 8,200 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $604,349,443 | 3,501,851 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $528,728,350 | 3,011,496 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $608,203,920 | 3,162,458 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $692,647,283 | 3,133,867 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $686,595,237 | 3,155,309 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $588,171,474 | 3,206,867 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $815,786,756 | 3,507,855 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $724,429,183 | 3,726,871 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $781,381,508 | 3,954,560 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $926,333,738 | 4,290,966 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $624,910 | 3,800 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $741,562,934 | 4,509,352 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $885,116,557 | 4,563,868 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $938,092,243 | 4,590,840 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $941,372,577 | 4,443,371 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $984,535,188 | 4,585,632 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,172,611,646 | 4,587,862 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,167,244,740 | 4,646,305 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $1,198,404,708 | 4,515,296 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,215,722,115 | 4,500,341 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,143,838,268 | 4,784,733 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,041,709,206 | 4,640,957 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,179,573,746 | 4,879,716 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,138,396,861 | 4,403,175 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $815,291,709 | 3,744,164 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||