Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,508,978
+$3,345,284 QoQ
Shares Held
58,134
+62.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#365
of 1,704 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $100,789,682 across 18 REIT - Specialty names. AMT ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,057 | $20,907,216 | |
| 2 | IRM |
Iron Mountain Inc
|
106,876 | $13,499,507 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
73,507 | $13,200,387 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
58,134 | $9,508,978 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
58,828 | $9,175,991 | |
| 6 | EPR |
Epr Properties
|
122,139 | $7,085,283 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
154,551 | $6,882,156 | |
| 8 | CCI |
Crown Castle Inc.
|
82,913 | $6,279,001 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,508,978 | 58,134 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,163,694 | 35,715 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,035,043 | 34,374 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,966,279 | 25,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,015,385 | 22,692 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,017,203 | 23,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,742,885 | 36,764 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,512,153 | 32,302 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,549,282 | 59,416 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,493,002 | 27,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,017,223 | 27,873 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,447,879 | 27,047 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,877,591 | 25,150 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,319,991 | 26,035 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,232,518 | 24,698 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,092,039 | 23,717 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,566,873 | 25,693 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,098,365 | 24,275 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $4,834,177 | 18,214 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,348,501 | 19,799 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,061,832 | 29,540 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $6,278,819 | 27,973 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,337,119 | 17,942 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $4,528,328 | 17,515 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,758,457 | 12,668 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||