Heritage Trust Co

Bank

Position in AMT — American Tower Corp /Ma/

CIK 1706028 OKLAHOMA CITY, OK

Position in AMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,758,510

-$189,947 QoQ

Shares Held

22,978

+0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#526

of 1,735 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Heritage Trust Co holds $9,140,583 across 4 REIT - Specialty names. AMT ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	22,978	$3,758,510
2	IRM	Iron Mountain Inc	29,698	$3,751,154
3	EQIX	Equinix Inc	876	$913,133
4	FRMI	Fermi Inc.	78,361	$717,786

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,758,510	22,978	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$3,948,457	22,879	-2.7%	Shares	Sole	2026-05-13
2025-12-31	$4,129,054	23,518	-7.1%	Shares	Sole	2026-02-10
2025-09-30	$4,866,657	25,305	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$5,517,543	24,964	-0.5%	Shares	Other	2025-08-12
2025-03-31	$5,460,671	25,095	-4.5%	Shares	Other	2025-05-09
2024-12-31	$4,821,297	26,287	-3.5%	Shares	Other	2025-02-13
2024-06-30	$5,296,659	27,249	+0.7%	Shares	Other	2024-08-12
2024-03-31	$5,346,587	27,059	-2.0%	Shares	Other	2024-05-10
2023-12-31	$5,957,856	27,598	-2.9%	Shares	Other	2024-02-09
2023-09-30	$4,675,313	28,430	-2.8%	Shares	Other	2023-11-08
2023-06-30	$5,671,968	29,246	-1.6%	Shares	Other	2023-08-11
2023-03-31	$6,073,393	29,722	-0.1%	Shares	Other	2023-05-12
2022-12-31	$6,302,623	29,749	-2.9%	Shares	Other	2023-02-10
2022-09-30	$6,579,481	30,645	-0.3%	Shares	Other	2022-11-10
2022-06-30	$7,856,069	30,737	-1.3%	Shares	Other	2022-08-11
2022-03-31	$7,820,478	31,130	+1.2%	Shares	Other	2022-05-11
2021-09-30	$8,164,011	30,760	+4.8%	Shares	Other	2021-11-09
2021-06-30	$7,925,907	29,340	+6.7%	Shares	Other	2021-08-09
2021-03-31	$6,572,953	27,495	+7.3%	Shares	Other	2021-05-12
2020-12-31	$5,753,582	25,633	-0.9%	Shares	Other	2021-02-11
2020-09-30	$6,253,795	25,871	-4.7%	Shares	Other	2020-11-13
2020-06-30	$7,018,843	27,148	+57.5%	Shares	Other	2020-08-04
2020-03-31	$3,752,485	17,233	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.