EVERGREEN CAPITAL MANAGEMENT LLC
Position in AMT — American Tower Corp /Ma/
CIK 1260824
Bellevue, WA
Position in AMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,673,939
+$8,098,726 QoQ
Shares Held
126,392
+73.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#255
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 4%
None 1%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $26,867,504 across 10 REIT - Specialty names. AMT ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
This page
|
126,392 | $20,673,939 | |
| 2 | EQIX |
Equinix Inc
|
1,090 | $1,136,204 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,296 | $1,130,635 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
6,408 | $999,519 | |
| 5 | OUT |
OUTFRONT Media Inc.
|
29,012 | $950,433 | |
| 6 | IRM |
Iron Mountain Inc
|
6,796 | $858,402 | |
| 7 | EPR |
Epr Properties
|
8,171 | $473,999 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,752 | $300,666 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,673,939 | 126,392 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,575,213 | 72,866 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,411,569 | 70,693 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $5,612,666 | 29,184 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,501,081 | 29,414 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,649,382 | 39,749 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,346,303 | 40,054 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,072,629 | 39,012 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,819,384 | 55,661 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $694,330 | 3,514 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $710,244 | 3,290 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $353,238 | 2,148 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $279,079 | 1,439 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $432,587 | 2,117 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $348,296 | 1,644 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $422,959 | 1,970 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,665 | 1,908 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $416,020 | 1,656 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $426,513 | 1,607 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $430,873 | 1,595 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $346,876 | 1,451 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $253,190 | 1,128 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $613,994 | 2,540 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $580,939 | 2,247 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $477,743 | 2,194 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||