TRED AVON FAMILY WEALTH, LLC

Position in AMT — American Tower Corp /Ma/

CIK 2094435 EASTON, MD

Position in AMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$757,165

+$246,329 QoQ

Shares Held

4,629

+56.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#924

of 1,735 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $3,085,005 across 3 REIT - Specialty names. AMT ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	6,781	$1,217,731
2	LAMR	Lamar Advertising Co/New	7,117	$1,110,109
3	AMT	American Tower Corp /Ma/ This page	4,629	$757,165

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,165	4,629	+56.4%	Shares	Sole	2026-08-10
2026-03-31	$510,836	2,960	+1.0%	Shares	Sole	2026-04-22
2025-12-31	$514,771	2,932	-0.8%	Shares	Sole	2026-01-27
2025-09-30	$568,497	2,956	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.