STEPHENS INC /AR/

Position in AMT — American Tower Corp /Ma/

CIK 757657 LITTLE ROCK, AR

Position in AMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$10,071,986

-$620,380 QoQ

Shares Held

61,576

-0.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#358

of 1,732 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Real Estate · as of Jun 30, 2026

STEPHENS INC /AR/ holds $32,842,592 across 9 REIT - Specialty names. AMT ranks #1 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	61,576	$10,071,986
2	LAMR	Lamar Advertising Co/New	64,390	$10,043,552
3	DLR	Digital Realty Trust, Inc.	35,564	$6,386,583
4	CCI	Crown Castle Inc.	38,334	$2,903,033
5	EQIX	Equinix Inc	1,108	$1,154,968
6	WY	Weyerhaeuser Co	34,443	$824,565
7	RYN	Rayonier Inc	37,540	$798,851
8	IRM	Iron Mountain Inc	4,263	$538,459

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,071,986	61,576	-0.6%	Shares	Defined	2026-07-29
2026-03-31	$10,692,366	61,956	+1.0%	Shares	Defined	2026-04-28
2025-12-31	$10,765,601	61,318	-16.0%	Shares	Defined	2026-02-05
2025-09-30	$14,034,936	72,977	+1.7%	Shares	Defined	2025-10-27
2025-06-30	$15,855,532	71,738	-0.0%	Shares	Defined	2025-07-29
2025-03-31	$15,617,152	71,770	+3.8%	Shares	Defined	2025-05-01
2024-12-31	$12,682,984	69,151	-3.1%	Shares	Defined	2025-01-28
2024-09-30	$16,598,970	71,375	-4.0%	Shares	Defined	2024-10-28
2024-06-30	$14,448,459	74,331	+10.6%	Shares	Defined	2024-08-06
2024-03-31	$13,274,688	67,183	+15.3%	Shares	Defined	2024-05-15
2023-12-31	$12,584,292	58,293	+16.9%	Shares	Defined	2024-02-13
2023-09-30	$8,199,805	49,862	+6.7%	Shares	Defined	2023-11-14
2023-06-30	$9,060,488	46,718	+21.8%	Shares	Defined	2023-08-14
2023-03-31	$7,840,321	38,369	+9.6%	Shares	Defined	2023-05-15
2022-12-31	$7,417,006	35,009	-0.2%	Shares	Defined	2023-02-14
2022-09-30	$7,529,529	35,070	+1.6%	Shares	Defined	2022-11-02
2022-06-30	$8,818,110	34,501	-1.8%	Shares	Defined	2022-08-03
2022-03-31	$8,824,604	35,127	-1.3%	Shares	Defined	2022-05-04
2021-09-30	$9,446,472	35,592	-10.3%	Shares	Defined	2021-10-27
2021-06-30	$10,721,586	39,689	+0.5%	Shares	Defined	2021-08-12
2021-03-31	$9,444,304	39,506	-13.8%	Shares	Defined	2021-05-14
2020-12-31	$10,290,593	45,846	+5.7%	Shares	Defined	2021-02-10
2020-09-30	$10,479,962	43,354	-1.6%	Shares	Defined	2020-11-13
2020-06-30	$11,392,306	44,064	+10.4%	Shares	Defined	2020-08-24
2020-03-31	$8,691,926	39,917	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.