Position in AMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,728
-$147,039 QoQ
Shares Held
249
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,511
of 1,735 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Co / SC holds $372,789 across 9 REIT - Specialty names. AMT ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
3,285 | $78,642 | |
| 2 | CCI |
Crown Castle Inc.
|
1,019 | $77,168 | |
| 3 | RYN |
Rayonier Inc
|
3,436 | $73,118 | |
| 4 | EQIX |
Equinix Inc
|
40 | $41,695 | |
| 5 | AMT |
American Tower Corp /Ma/
This page
|
249 | $40,728 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
225 | $40,405 | |
| 7 | EPR |
Epr Properties
|
350 | $20,303 | |
| 8 | IRM |
Iron Mountain Inc
|
3 | $378 |
All Filings in AMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,728 | 249 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $187,767 | 1,088 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $185,226 | 1,055 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $205,205 | 1,067 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $236,270 | 1,069 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $233,702 | 1,074 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $200,100 | 1,091 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $295,816 | 1,272 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,710 | 1,048 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,271 | 1,049 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $244,592 | 1,133 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $189,775 | 1,154 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,200 | 99 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,864 | 107 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,304 | 110 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||