CVA Family Office, LLC
Family OfficePosition in AMT — American Tower Corp /Ma/
CIK 1802084
DENVER, CO
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$79,658
+$1,307 QoQ
Shares Held
487
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,465
of 1,735 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CVA Family Office, LLC holds $408,109 across 8 REIT - Specialty names. AMT ranks #4 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
130 | $135,510 | |
| 2 | IRM |
Iron Mountain Inc
|
660 | $83,364 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
448 | $80,451 | |
| 4 | AMT |
American Tower Corp /Ma/
This page
|
487 | $79,658 | |
| 5 | WY |
Weyerhaeuser Co
|
828 | $19,822 | |
| 6 | CCI |
Crown Castle Inc.
|
65 | $4,922 | |
| 7 | SBAC |
Sba Communications Corp
|
16 | $2,823 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
10 | $1,559 |
All Filings in AMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,658 | 487 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $78,351 | 454 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $153,448 | 874 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $204,051 | 1,061 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $238,480 | 1,079 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $228,915 | 1,052 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $179,925 | 981 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $220,932 | 950 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $187,187 | 963 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $196,997 | 997 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $214,800 | 995 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $56,436 | 291 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $106,461 | 521 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $167,369 | 790 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $110,999 | 517 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $221,596 | 867 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $97,222 | 387 | Shares | Sole | 2022-04-22 | |
| 2021-06-30 | $151,818 | 562 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $21,515 | 90 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||