Aventura Private Wealth, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2074418 AVENTURA, FL

Position in AMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$146,068

-$68,103 QoQ

Shares Held

893

-28.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,423

of 1,735 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $517,384 across 4 REIT - Specialty names. AMT ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	1,729	$310,493
2	AMT	American Tower Corp /Ma/ This page	893	$146,068
3	CCI	Crown Castle Inc.	404	$30,594
4	EQIX	Equinix Inc	29	$30,229

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,068	893	-28.0%	Shares	Sole	2026-07-15
2026-03-31	$214,171	1,241	-12.6%	Shares	Sole	2026-05-06
2025-12-31	$249,309	1,420	-19.1%	Shares	Sole	2026-01-07
2025-09-30	$337,713	1,756	+3.7%	Shares	Sole	2026-01-07
2025-06-30	$374,186	1,693	-0.8%	Shares	Sole	2026-01-07
2025-03-31	$371,225	1,706	-30.9%	Shares	Sole	2026-01-07
2024-12-31	$452,839	2,469	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.