Evercore Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1482689 New York, NY

Position in AMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$30,376,092

-$29,362,474 QoQ

Shares Held

185,707

-46.4% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#201

of 1,704 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91% Shared 6% None 3%

Real Estate · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $33,250,501 across 5 REIT - Specialty names. AMT ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	185,707	$30,376,092
2	EQIX	Equinix Inc	1,438	$1,498,955
3	DLR	Digital Realty Trust, Inc.	3,108	$558,134
4	BXDC	Blackstone Digital Infrastructure Trust Inc.	20,000	$432,600
5	FRMI	Fermi Inc.	42,000	$384,720

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,376,092	185,707	-46.4%	Shares	Defined	2026-08-14
2026-03-31	$59,738,566	346,150	-3.2%	Shares	Defined	2026-05-15
2025-12-31	$62,769,083	357,516	-9.9%	Shares	Other	2026-02-17
2025-09-30	$76,312,575	396,800	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$89,635,102	405,552	-7.2%	Shares	Sole	2025-08-14
2025-03-31	$95,134,067	437,197	-3.6%	Shares	Other	2025-05-15
2024-12-31	$83,152,590	453,370	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$104,365,949	448,770	-2.1%	Shares	Other	2024-11-14
2024-06-30	$89,130,032	458,535	-6.9%	Shares	Other	2024-08-14
2024-03-31	$97,291,931	492,393	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$107,070,434	495,972	+1.4%	Shares	Other	2024-02-14
2023-09-30	$80,413,582	488,985	-0.1%	Shares	Other	2023-11-14
2023-06-30	$94,906,671	489,361	+0.8%	Shares	Defined	2023-08-04
2023-03-31	$99,229,751	485,611	+4.8%	Shares	Defined	2023-05-15
2022-12-31	$98,212,151	463,571	+0.7%	Shares	Defined	2023-02-14
2022-09-30	$98,813,742	460,241	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$117,506,480	459,746	-5.1%	Shares	Other	2022-08-15
2022-03-31	$121,679,663	484,355	+6.0%	Shares	Defined	2022-05-16
2021-09-30	$121,254,679	456,858	-1.0%	Shares	Defined	2021-11-15
2021-06-30	$124,669,608	461,500	-0.5%	Shares	Sole	2021-08-16
2021-03-31	$110,878,895	463,812	+7.7%	Shares	Defined	2021-05-17
2020-12-31	$96,666,616	430,663	+0.9%	Shares	Defined	2021-02-16
2020-09-30	$103,217,983	426,997	+0.9%	Shares	Sole	2020-11-16
2020-06-30	$109,450,064	423,339	-0.3%	Shares	Sole	2020-08-13
2020-03-31	$92,458,826	424,610	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.