Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,856,388
-$17,771,066 QoQ
Shares Held
268,120
-24.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#158
of 1,704 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $151,044,762 across 18 REIT - Specialty names. AMT ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
268,120 | $43,856,388 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
224,719 | $40,355,037 | |
| 3 | EQIX |
Equinix Inc
|
27,265 | $28,420,762 | |
| 4 | SBAC |
Sba Communications Corp
|
98,412 | $17,365,781 | |
| 5 | CCI |
Crown Castle Inc.
|
80,903 | $6,126,783 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
39,237 | $6,120,187 | |
| 7 | IRM |
Iron Mountain Inc
|
45,566 | $5,755,441 | |
| 8 | WY |
Weyerhaeuser Co
|
46,949 | $1,123,958 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,856,388 | 268,120 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,627,454 | 357,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,368,938 | 224,235 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,722,220 | 211,742 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $43,592,879 | 197,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,206,988 | 170,988 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $26,499,259 | 144,481 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $28,423,714 | 122,221 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,865,271 | 91,909 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,272,515 | 67,172 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,645,774 | 63,210 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,057,433 | 61,158 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,332,883 | 58,435 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,334,943 | 55,471 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $12,746,344 | 60,164 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,778,085 | 59,516 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $15,092,333 | 59,049 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $16,036,879 | 63,836 | Shares | Defined | 2022-05-02 | |
| 2021-09-30 | $16,312,097 | 61,460 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,762,996 | 62,053 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,571,901 | 60,955 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $13,123,501 | 58,467 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $13,226,256 | 54,715 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,103,065 | 50,681 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,509,669 | 39,080 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||