Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,770,807
-$845,331 QoQ
Shares Held
10,826
-28.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#703
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $8,788,209 across 10 REIT - Specialty names. AMT ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
25,514 | $4,581,802 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
10,826 | $1,770,807 | |
| 3 | IRM |
Iron Mountain Inc
|
8,636 | $1,090,812 | |
| 4 | CCI |
Crown Castle Inc.
|
13,094 | $991,608 | |
| 5 | EQIX |
Equinix Inc
|
117 | $121,958 | |
| 6 | WY |
Weyerhaeuser Co
|
3,707 | $88,745 | |
| 7 | SBAC |
Sba Communications Corp
|
450 | $79,407 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
181 | $28,232 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,807 | 10,826 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,616,138 | 15,159 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,144,949 | 35,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,434,960 | 43,859 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,894,842 | 44,769 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $241,970 | 1,112 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $254,388 | 1,387 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $322,560 | 1,387 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $271,937 | 1,399 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $280,972 | 1,422 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $348,213 | 1,613 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $265,257 | 1,613 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $363,442 | 1,874 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $345,538 | 1,691 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $459,523 | 2,169 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $410,076 | 1,910 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $634,374 | 2,482 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $627,295 | 2,497 | Shares | Other | 2022-04-26 | |
| 2021-09-30 | $643,883 | 2,426 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $660,491 | 2,445 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $561,312 | 2,348 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $602,674 | 2,685 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $467,988 | 1,936 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $408,493 | 1,580 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $351,666 | 1,615 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||