Position in LAMR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$296,985
+$55,825 QoQ
Shares Held
1,904
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#543
of 772 holders
Holding Since
Dec 2023
11 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, 2026Heartwood Wealth Advisors LLC holds $580,451 across 2 REIT - Specialty names. LAMR ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
This page
|
1,904 | $296,985 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,733 | $283,466 |
All Filings in LAMR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,985 | 1,904 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $241,160 | 1,904 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $241,008 | 1,904 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $233,087 | 1,904 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $231,069 | 1,904 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $216,637 | 1,904 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $231,792 | 1,904 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $254,374 | 1,904 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $227,585 | 1,904 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $227,356 | 1,904 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $202,357 | 1,904 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||