Montecito Bank & Trust
BankPosition in AMT — American Tower Corp /Ma/
CIK 1422508
SANTA BARBARA, CA
Position in AMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$240,447
-$13,245 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,323
of 1,735 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Montecito Bank & Trust holds $1,042,271 across 2 REIT - Specialty names. AMT ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
4,465 | $801,824 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
1,470 | $240,447 |
All Filings in AMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,447 | 1,470 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $253,692 | 1,470 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $282,667 | 1,610 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $267,901 | 1,393 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $283,097 | 1,301 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $238,616 | 1,301 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $210,001 | 903 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||