Crestwood Advisors Group, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1426853 BOSTON, MA

Position in AMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,687,618

-$492,168 QoQ

Shares Held

16,431

-10.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#592

of 1,735 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $10,409,489 across 9 REIT - Specialty names. AMT ranks #1 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	16,431	$2,687,618
2	DLR	Digital Realty Trust, Inc.	13,956	$2,506,217
3	IRM	Iron Mountain Inc	13,246	$1,673,102
4	WY	Weyerhaeuser Co	43,405	$1,039,115
5	EQIX	Equinix Inc	764	$796,385
6	LAMR	Lamar Advertising Co/New	3,427	$534,543
7	EPR	Epr Properties	9,154	$531,023
8	GLPI	Gaming & Leisure Properties, Inc.	8,529	$379,796

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,687,618	16,431	-10.8%	Shares	Sole	2026-08-03
2026-03-31	$3,179,786	18,425	-3.8%	Shares	Sole	2026-05-05
2025-12-31	$3,363,745	19,159	-10.3%	Shares	Sole	2026-02-03
2025-09-30	$4,108,916	21,365	-3.1%	Shares	Sole	2025-11-07
2025-06-30	$4,873,933	22,052	-2.4%	Shares	Sole	2025-08-05
2025-03-31	$4,917,324	22,598	+11.6%	Shares	Sole	2025-05-05
2024-12-31	$3,713,135	20,245	-2.6%	Shares	Sole	2025-02-04
2024-09-30	$4,835,852	20,794	-2.6%	Shares	Sole	2024-10-30
2024-06-30	$4,148,263	21,341	-1.6%	Shares	Sole	2024-08-01
2024-03-31	$4,284,936	21,686	-2.6%	Shares	Sole	2024-05-08
2023-12-31	$4,805,920	22,262	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$3,663,617	22,278	+2.3%	Shares	Sole	2023-11-15
2023-06-30	$4,224,013	21,780	+6.8%	Shares	Sole	2023-08-15
2023-03-31	$4,165,266	20,384	-2.9%	Shares	Sole	2023-05-12
2022-12-31	$4,446,941	20,990	-3.1%	Shares	Sole	2023-02-14
2022-09-30	$4,648,684	21,652	-0.1%	Shares	Sole	2022-10-26
2022-06-30	$5,537,101	21,664	-1.4%	Shares	Sole	2022-07-07
2022-03-31	$5,522,066	21,981	-3.5%	Shares	Sole	2022-04-12
2021-09-30	$6,045,508	22,778	-0.6%	Shares	Sole	2021-11-03
2021-06-30	$6,189,717	22,913	+0.0%	Shares	Sole	2021-08-13
2021-03-31	$5,474,952	22,902	+0.1%	Shares	Sole	2021-04-21
2020-12-31	$5,134,298	22,874	-2.5%	Shares	Sole	2021-02-09
2020-09-30	$5,669,293	23,453	-2.2%	Shares	Sole	2020-10-06
2020-06-30	$6,197,203	23,970	+2.8%	Shares	Sole	2020-08-14
2020-03-31	$5,075,317	23,308	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.