Trifecta Capital Advisors, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1962615
NORTHBROOK, IL
Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$163
-$2,914 QoQ
Shares Held
1
-93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,735
of 1,735 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $120,216 across 3 REIT - Specialty names. AMT ranks #3 (0.1% of the industry book) .
All Filings in AMT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163 | 1 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $3,077 | 16 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,536 | 16 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,481 | 16 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,934 | 16 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,720 | 16 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,110 | 16 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,161 | 16 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,454 | 16 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,631 | 16 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,103 | 16 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,269 | 16 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,389 | 16 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||