COLDSTREAM CAPITAL MANAGEMENT INC
Position in AMT — American Tower Corp /Ma/
CIK 1082339
BELLEVUE, WA
Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,052,446
-$505,909 QoQ
Shares Held
24,775
-6.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#512
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,380,258 across 10 REIT - Specialty names. AMT ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
24,775 | $4,052,446 | |
| 2 | EQIX |
Equinix Inc
|
2,108 | $2,197,358 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,769 | $1,215,577 | |
| 4 | IRM |
Iron Mountain Inc
|
7,902 | $998,101 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
4,732 | $738,097 | |
| 6 | EPR |
Epr Properties
|
11,146 | $646,579 | |
| 7 | WY |
Weyerhaeuser Co
|
26,593 | $636,636 | |
| 8 | CCI |
Crown Castle Inc.
|
5,913 | $447,791 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,052,446 | 24,775 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,558,355 | 26,413 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,862,060 | 27,693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,829,603 | 30,312 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,573,355 | 29,741 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,414,630 | 29,479 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,321,102 | 7,203 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,687,222 | 7,255 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,277,659 | 6,573 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,334,325 | 6,753 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,365,009 | 6,323 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $858,264 | 5,219 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,058,136 | 5,456 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,151,660 | 5,636 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,940,363 | 23,319 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $5,254,419 | 20,558 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,745,294 | 18,889 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $2,886,864 | 10,877 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,523,976 | 13,045 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,086,742 | 12,912 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $2,552,783 | 11,373 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,364,844 | 9,783 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,520,247 | 9,748 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,493,237 | 11,450 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||