Florida Trust Wealth Management Co
Position in AMT — American Tower Corp /Ma/
CIK 1651023
SANIBEL, FL
Position in AMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$347,912
-$64,726 QoQ
Shares Held
2,127
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,151
of 1,735 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Florida Trust Wealth Management Co holds $2,003,460 across 2 REIT - Specialty names. AMT ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
9,219 | $1,655,548 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
2,127 | $347,912 |
All Filings in AMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,912 | 2,127 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $412,638 | 2,391 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $349,559 | 1,991 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $433,296 | 2,253 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $497,957 | 2,253 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $433,241 | 1,991 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $433,030 | 2,361 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $718,610 | 3,090 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $601,800 | 3,096 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $633,275 | 3,205 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $686,282 | 3,179 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||