Position in AMT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,913,567
+$543,893 QoQ
Shares Held
11,088
+71.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $5,418,110 across 2 REIT - Specialty names. AMT ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
19,447 | $3,504,543 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
11,088 | $1,913,567 |
All Filings in AMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,913,567 | 11,088 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $1,369,674 | 6,465 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,474,344 | 6,867 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,701,973 | 6,659 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $1,836,920 | 7,312 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $1,858,400 | 7,002 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $1,898,003 | 7,026 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,658,598 | 6,938 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,541,366 | 6,867 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,653,433 | 6,840 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,780,564 | 6,887 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||