Avalon Trust Co

Bank

Position in AMT — American Tower Corp /Ma/

CIK 1798150 SANTA FE, NM

Position in AMT

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

Position Value

$466,992

+$1,889 QoQ

Shares Held

2,855

+5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,044

of 1,704 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avalon Trust Co holds $22,662,353 across 4 REIT - Specialty names. AMT ranks #2 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	21,114	$22,009,022
2	AMT	American Tower Corp /Ma/ This page	2,855	$466,992
3	DLR	Digital Realty Trust, Inc.	800	$143,664
4	BXDC	Blackstone Digital Infrastructure Trust Inc.	1,973	$42,675

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,992	2,855	+5.9%	Shares	Sole	2026-08-06
2026-03-31	$465,103	2,695	-5.9%	Shares	Sole	2026-05-06
2025-12-31	$503,008	2,865	-1.7%	Shares	Sole	2026-02-09
2025-09-30	$560,420	2,914	-37.7%	Shares	Sole	2025-11-10
2025-06-30	$1,033,268	4,675	-37.8%	Shares	Sole	2025-08-08
2025-03-31	$1,635,481	7,516	-90.1%	Shares	Sole	2025-05-09
2024-12-31	$13,987,030	76,261	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$17,642,699	75,863	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$14,851,215	76,403	+3.6%	Shares	Sole	2024-08-12
2024-03-31	$14,572,657	73,752	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$15,835,229	73,352	-0.2%	Shares	Sole	2024-02-06
2023-09-30	$12,091,515	73,527	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$14,175,462	73,092	+1.2%	Shares	Sole	2023-08-09
2023-03-31	$14,759,273	72,229	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.