Fiduciary Alliance LLC

Position in AMT — American Tower Corp /Ma/

CIK 1954805 GREENVILLE, SC

Position in AMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$602,919

-$108,800 QoQ

Shares Held

3,686

-10.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#984

of 1,735 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Fiduciary Alliance LLC holds $9,293,175 across 4 REIT - Specialty names. AMT ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	217,228	$5,200,438
2	DLR	Digital Realty Trust, Inc.	11,102	$1,993,697
3	CCI	Crown Castle Inc.	19,756	$1,496,121
4	AMT	American Tower Corp /Ma/ This page	3,686	$602,919

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,919	3,686	-10.6%	Shares	Sole	2026-07-20
2026-03-31	$711,719	4,124	-1.7%	Shares	Sole	2026-04-20
2025-12-31	$736,867	4,197	-13.3%	Shares	Sole	2026-01-22
2025-09-30	$931,405	4,843	-1.6%	Shares	Sole	2025-10-08
2025-06-30	$1,087,860	4,922	-6.8%	Shares	Sole	2025-07-09
2025-03-31	$1,149,145	5,281	+6.7%	Shares	Sole	2025-04-09
2024-12-31	$907,879	4,950	+188.3%	Shares	Sole	2025-01-13
2024-09-30	$399,305	1,717	+33.9%	Shares	Sole	2024-10-11
2024-06-30	$249,195	1,282	+249.3%	Shares	Sole	2024-07-10
2023-06-30	$71,175	367	+376.6%	Shares	Sole	2023-07-18
2022-12-31	$16,313	77	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.