CARY STREET PARTNERS FINANCIAL LLC
Position in AMT — American Tower Corp /Ma/
CIK 1475045
RICHMOND, VA
Position in AMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,696,614
+$67,531 QoQ
Shares Held
16,486
+8.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#590
of 1,735 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $5,310,351 across 5 REIT - Specialty names. AMT ranks #1 (50.8% of the industry book) .
All Filings in AMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,696,614 | 16,486 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,629,083 | 15,234 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,513,459 | 14,316 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,914,032 | 15,152 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,335,191 | 15,090 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,356,914 | 15,427 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,026,815 | 16,503 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||