Position in AMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$662,458
-$42,013 QoQ
Shares Held
4,050
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#962
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $2,455,428 across 2 REIT - Specialty names. AMT ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
14,195 | $1,792,970 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
4,050 | $662,458 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,458 | 4,050 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $704,471 | 4,082 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $715,272 | 4,074 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $776,011 | 4,035 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,349,558 | 15,155 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,326,054 | 6,094 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $748,129 | 4,079 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $948,612 | 4,079 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $792,876 | 4,079 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $807,945 | 4,089 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $882,949 | 4,090 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $754,825 | 4,590 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $978,427 | 5,045 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,238,709 | 6,062 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,284,295 | 6,062 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,293,355 | 19,997 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,974,671 | 23,376 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,548,771 | 6,165 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $6,703,194 | 25,256 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,360,986 | 23,547 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,460,178 | 6,108 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,403,772 | 6,254 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,505,736 | 6,229 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $10,621,598 | 41,083 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $5,251,476 | 24,117 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||