Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,223,868
-$2,195,742 QoQ
Shares Held
160,322
-2.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#223
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $94,000,111 across 11 REIT - Specialty names. AMT ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
160,322 | $26,223,868 | |
| 2 | EQIX |
Equinix Inc
|
21,411 | $22,318,611 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
90,005 | $14,038,979 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
58,172 | $10,446,526 | |
| 5 | CCI |
Crown Castle Inc.
|
130,563 | $9,887,535 | |
| 6 | IRM |
Iron Mountain Inc
|
33,422 | $4,221,532 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,985 | $3,383,611 | |
| 8 | WY |
Weyerhaeuser Co
|
62,640 | $1,499,601 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,223,868 | 160,322 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $28,419,610 | 164,675 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $15,955,274 | 90,877 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $21,484,258 | 111,711 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $29,175,965 | 132,006 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $30,231,385 | 138,931 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $26,023,309 | 141,886 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $34,102,597 | 146,640 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $36,750,065 | 189,063 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $34,083,681 | 172,497 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $36,195,735 | 167,666 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $35,002,194 | 212,844 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,404,954 | 177,400 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $36,048,025 | 176,412 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $37,490,319 | 176,958 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $41,012,851 | 191,024 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $48,277,370 | 188,886 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $49,751,858 | 198,041 | Shares | Defined | 2022-04-22 | |
| 2021-09-30 | $67,765,010 | 255,322 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $68,640,410 | 254,092 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $63,586,373 | 265,985 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $58,105,958 | 258,870 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $61,160,345 | 253,011 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $64,333,798 | 248,835 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $52,446,610 | 240,857 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||