Caldwell Trust Co

Bank

Position in AMT — American Tower Corp /Ma/

CIK 2080218 Venice, FL

Position in AMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$513,119

-$58,638 QoQ

Shares Held

3,137

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,021

of 1,735 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $1,105,690 across 8 REIT - Specialty names. AMT ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/ This page	3,137	$513,119
2	DLR	Digital Realty Trust, Inc.	2,032	$364,906
3	WY	Weyerhaeuser Co	5,316	$127,265
4	IRM	Iron Mountain Inc	363	$45,850
5	RYN	Rayonier Inc	1,829	$38,921
6	SBAC	Sba Communications Corp	68	$11,999
7	LAMR	Lamar Advertising Co/New	16	$2,495
8	CCI	Crown Castle Inc.	15	$1,135

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,119	3,137	-5.3%	Shares	Sole	2026-08-03
2026-03-31	$571,757	3,313	-2.5%	Shares	Sole	2026-04-22
2025-12-31	$596,586	3,398	-25.3%	Shares	Sole	2026-01-30
2025-09-30	$874,863	4,549	-4.6%	Shares	Sole	2025-10-23
2025-06-30	$1,053,381	4,766	-9.0%	Shares	Sole	2025-09-22
2025-03-31	$1,140,224	5,240	+5.7%	Shares	Sole	2025-09-23
2024-12-31	$909,346	4,958	-7.8%	Shares	Sole	2025-09-24
2024-09-30	$1,250,475	5,377	-13.1%	Shares	Sole	2025-09-24
2024-06-30	$1,202,823	6,188	-15.8%	Shares	Sole	2025-09-24
2024-03-31	$1,451,891	7,348	-20.1%	Shares	Sole	2025-09-24
2023-12-31	$1,986,527	9,202	-3.9%	Shares	Sole	2025-10-01
2023-09-30	$1,574,444	9,574	-9.6%	Shares	Sole	2025-10-01
2023-06-30	$2,054,988	10,596	-0.4%	Shares	Sole	2025-10-01
2023-03-31	$2,173,973	10,639	-0.5%	Shares	Sole	2025-10-01
2022-12-31	$2,264,783	10,690	-3.2%	Shares	Sole	2025-10-01
2022-09-30	$2,370,288	11,040	+4.7%	Shares	Sole	2025-10-01
2022-06-30	$2,694,429	10,542	-0.6%	Shares	Sole	2025-10-02
2022-03-31	$2,664,439	10,606	+3.3%	Shares	Sole	2025-10-02
2021-12-31	$3,002,512	10,265	+5.1%	Shares	Sole	2025-10-02
2021-09-30	$2,593,055	9,770	+31.8%	Shares	Sole	2025-10-02
2021-06-30	$2,002,007	7,411	+54.6%	Shares	Sole	2025-10-02
2021-03-31	$1,145,814	4,793	+93.6%	Shares	Sole	2025-10-02
2020-12-31	$555,762	2,476	-4.2%	Shares	Sole	2025-10-02
2020-09-30	$624,630	2,584	-0.1%	Shares	Sole	2025-10-02
2020-06-30	$668,584	2,586	+3.0%	Shares	Sole	2025-10-02
2020-03-31	$546,770	2,511	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.