Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,277,162
-$86,552 QoQ
Shares Held
38,376
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#442
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026OPPENHEIMER & CO INC holds $26,551,131 across 9 REIT - Specialty names. AMT ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
38,376 | $6,277,162 | |
| 2 | WY |
Weyerhaeuser Co
|
231,342 | $5,538,327 | |
| 3 | SBAC |
Sba Communications Corp
|
21,395 | $3,775,361 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
20,953 | $3,762,739 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
19,708 | $3,074,053 | |
| 6 | EPR |
Epr Properties
|
48,530 | $2,815,225 | |
| 7 | IRM |
Iron Mountain Inc
|
5,828 | $736,134 | |
| 8 | EQIX |
Equinix Inc
|
467 | $486,796 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,277,162 | 38,376 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,363,714 | 36,874 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,882,870 | 39,203 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,660,105 | 39,830 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,373,237 | 42,409 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11,113,920 | 51,075 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,624,671 | 47,024 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,105,670 | 47,754 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,260,494 | 73,364 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,981,261 | 55,576 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,194,285 | 47,222 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,854,132 | 47,760 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,321,532 | 48,064 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,157,537 | 49,709 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,306,162 | 43,926 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,530,820 | 49,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,833,940 | 50,213 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $14,783,292 | 58,846 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $15,105,279 | 56,913 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,156,978 | 70,915 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $16,788,466 | 70,227 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,538,080 | 60,314 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,673,699 | 56,566 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,972,535 | 54,044 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $13,020,579 | 59,796 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||