Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$332,701
-$122,910 QoQ
Shares Held
2,034
-23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,175
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Orange Investment Advisors, Inc. holds $332,701 across 1 REIT - Specialty name. AMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
2,034 | $332,701 |
All Filings in AMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,701 | 2,034 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $455,611 | 2,640 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $513,542 | 2,925 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $639,079 | 3,323 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $728,702 | 3,297 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $880,192 | 4,045 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,069,280 | 5,830 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,543,733 | 6,638 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,750,391 | 9,005 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,617,669 | 8,187 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,906,220 | 8,830 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,948,403 | 11,848 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,950,991 | 15,216 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,607,214 | 17,653 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $4,271,945 | 20,164 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,328,781 | 20,162 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $5,111,544 | 19,999 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,268,083 | 20,970 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $5,881,220 | 22,159 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,100,571 | 22,583 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $5,863,185 | 24,526 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,568,852 | 24,810 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $5,912,232 | 24,458 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,301,395 | 24,373 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $5,396,280 | 24,782 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||