Position in AMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$174,856
-$9,632 QoQ
Shares Held
1,069
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,411
of 1,735 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $2,023,221 across 7 REIT - Specialty names. AMT ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
55,328 | $1,324,552 | |
| 2 | IRM |
Iron Mountain Inc
|
3,019 | $381,329 | |
| 3 | AMT |
American Tower Corp /Ma/
This page
|
1,069 | $174,856 | |
| 4 | EQIX |
Equinix Inc
|
53 | $55,246 | |
| 5 | RYN |
Rayonier Inc
|
1,834 | $39,027 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
146 | $26,218 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
141 | $21,993 |
All Filings in AMT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,856 | 1,069 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $184,488 | 1,069 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $153,272 | 873 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $125,008 | 650 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $143,663 | 650 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $97,484 | 448 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $81,250 | 443 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,922,814 | 12,568 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $86,110 | 443 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $87,334 | 442 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $45,118 | 209 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,036 | 134 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,987 | 134 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $27,381 | 134 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,745 | 164 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $42,940 | 200 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $51,118 | 200 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $59,036 | 235 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $53,082 | 200 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $35,118 | 130 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $31,077 | 130 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,179 | 130 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||