EVERMAY WEALTH MANAGEMENT LLC

Position in AMT — American Tower Corp /Ma/

CIK 1066816 ARLINGTON, VA

Position in AMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$218,856

-$12,056 QoQ

Shares Held

1,338

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,363

of 1,735 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $319,554 across 5 REIT - Specialty names. AMT ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	1,338	$218,856
2	DLR	Digital Realty Trust, Inc.	378	$67,881
3	SBAC	Sba Communications Corp	150	$26,469
4	WY	Weyerhaeuser Co	251	$6,008
5	RYN	Rayonier Inc	16	$340

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,856	1,338	0.0%	Shares	Sole	2026-07-27
2026-03-31	$230,912	1,338	-11.6%	Shares	Sole	2026-05-12
2025-12-31	$265,812	1,514	+14.4%	Shares	Sole	2026-01-22
2025-09-30	$254,631	1,324	-5.4%	Shares	Sole	2025-11-05
2025-06-30	$309,206	1,399	0.0%	Shares	Sole	2025-07-30
2025-03-31	$304,422	1,399	+0.7%	Shares	Sole	2025-05-07
2024-12-31	$254,756	1,389	+29.3%	Shares	Sole	2025-01-24
2024-09-30	$249,769	1,074	-8.5%	Shares	Sole	2024-10-25
2024-06-30	$228,202	1,174	0.0%	Shares	Sole	2024-08-01
2024-03-31	$231,970	1,174	-4.8%	Shares	Sole	2024-05-14
2023-12-31	$266,180	1,233	+6.8%	Shares	Sole	2024-02-12
2023-09-30	$189,775	1,154	-23.3%	Shares	Sole	2023-11-14
2023-06-30	$291,685	1,504	0.0%	Shares	Sole	2023-08-10
2023-03-31	$307,327	1,504	-4.4%	Shares	Sole	2023-05-15
2022-12-31	$333,467	1,574	+6.8%	Shares	Sole	2023-01-19
2022-09-30	$316,467	1,474	0.0%	Shares	Sole	2022-11-14
2022-06-30	$376,739	1,474	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$376,578	1,499	-16.2%	Shares	Sole	2022-05-16
2021-06-30	$483,010	1,788	0.0%	Shares	Sole	2021-08-13
2021-03-31	$427,439	1,788	+2.2%	Shares	Sole	2021-05-10
2020-12-31	$392,805	1,750	+96.0%	Shares	Sole	2021-02-16
2020-09-30	$215,864	893	0.0%	Shares	Sole	2020-11-05
2020-06-30	$230,876	893	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.