Position in AMT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$82,678,586
-$15,577,755 QoQ
Shares Held
479,074
-14.4% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 94.95025820645662.ToString("F0")%
Shared 0.ToString("F0")%
None 5.049741793543378.ToString("F0")%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Sep 30, 2023CallValue
$1,151,150
CallShares
7,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $358,758,231 across 13 REIT - Specialty names. AMT ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
88,699 | $86,946,303 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
479,074 | $82,678,586 | |
| 3 | CCI |
Crown Castle Inc.
|
583,392 | $47,435,599 | |
| 4 | IRM |
Iron Mountain Inc
|
406,013 | $41,470,164 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
210,674 | $37,965,559 | |
| 6 | WY |
Weyerhaeuser Co
|
992,791 | $24,253,880 | |
| 7 | SBAC |
Sba Communications Corp
|
97,383 | $16,760,585 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
288,363 | $12,794,663 |
All Filings in AMT
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,678,586 | 479,074 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $98,256,341 | 559,642 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $110,626,692 | 575,222 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $124,744,125 | 564,402 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $133,629,028 | 614,104 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $126,480,448 | 689,605 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $208,426,547 | 896,227 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $185,441,627 | 954,016 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $167,094,153 | 845,661 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $188,493,677 | 873,141 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $102,749,509 | 624,807 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $1,151,150 | 7,000 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $137,153,783 | 707,197 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $8,688,512 | 44,800 | Call | Defined | 2023-08-02 | |
| 2023-03-31 | $151,272,285 | 740,297 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $164,264,165 | 775,343 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $1,504,206 | 7,100 | Call | Defined | 2023-02-01 | |
| 2022-09-30 | $112,885,607 | 525,783 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,661,335 | 6,500 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $153,619,299 | 601,038 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $350,468,979 | 1,395,068 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $305,326,598 | 1,150,396 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $322,264,050 | 1,192,952 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $185,895,921 | 777,612 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $8,080,228 | 33,800 | Call | Defined | 2021-05-13 | |
| 2020-12-31 | $193,716,159 | 863,032 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $13,467,600 | 60,000 | Put | Defined | 2021-02-12 | |
| 2020-09-30 | $30,216,250 | 125,000 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $170,399,582 | 704,917 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $173,262,645 | 670,158 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $162,923,596 | 748,214 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||