Position in LAMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$221,638
-$352,911 QoQ
Shares Held
1,421
-73.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#605
of 772 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. LAMR ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
This page
|
1,421 | $221,638 |
All Filings in LAMR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,638 | 1,421 | Shares | Other | 2026-08-03 | |
| 2023-12-31 | $574,549 | 5,406 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $393,394 | 4,713 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $228,348 | 2,286 | Shares | Sole | 2023-04-14 | |
| 2022-09-30 | $1,039,868 | 12,606 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,460,696 | 27,972 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,218,883 | 27,706 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,195,648 | 26,345 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,000,752 | 26,450 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,721,602 | 26,064 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,479,300 | 26,398 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,284,721 | 27,454 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,948,110 | 29,441 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,092,725 | 31,347 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,572,706 | 30,669 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||