CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in AMT — American Tower Corp /Ma/
CIK 1766904
RICHMOND, VA
Position in AMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$62,808
-$135,999 QoQ
Shares Held
384
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,478
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $700,270 across 5 REIT - Specialty names. AMT ranks #4 (9.0% of the industry book) .
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,808 | 384 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $198,807 | 1,152 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $203,658 | 1,160 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $243,857 | 1,268 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $289,311 | 1,309 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $307,248 | 1,412 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $237,512 | 1,295 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,249,332 | 18,272 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $3,652,590 | 18,791 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $3,500,698 | 17,717 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $3,798,620 | 17,596 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,917,998 | 17,744 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $302,158 | 1,558 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $250,520 | 1,226 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $288,977 | 1,364 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $303,800 | 1,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $275,270 | 1,077 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $306,813 | 1,156 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $340,646 | 1,261 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $232,366 | 972 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,144,041 | 9,552 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $95,966 | 397 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $298,355 | 1,154 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $210,564 | 967 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||