Cottage Street Advisors LLC AMT — AMERICAN TOWER CORP NEW

Ownership history in Cottage Street Advisors LLC  ·  24 quarters on record

AI Ownership Summary

Cottage Street Advisors LLC reported AMERICAN TOWER CORP NEW (AMT) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.81% in 2024 Q3. The latest visible filing shows AMT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cottage Street Advisors LLC's position in AMERICAN TOWER CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMT stock page Cottage Street Advisors LLC fund profile Cottage Street Advisors LLC full holdings
How Cottage Street Advisors LLC held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19.1% -7.7% ✅ 1,109 -261 -19.1% 0.09% $213K 2025-11-13 $177.61
2025 Q2 REDUCED 42.2% -12.0% ✅ 1,370 -1,000 -42.2% 0.16% $303K 2025-08-04 $207.02
2025 Q1 REDUCED 30.4% +3.2% ❌ 2,370 -1,033 -30.4% 0.26% $516K 2025-04-22 $213.11
2024 Q4 REDUCED 47.0% +18.6% ❌ 3,403 -3,019 -47.0% 0.33% $624K 2025-02-12 $181.28
2024 Q3 ADDED — — — 6,422 +5,178 +416.2% 0.81% $1.5M 2024-11-12 $183.67
2024 Q1 REDUCED 12.0% -0.1% ✅ 1,244 -170 -12.0% 0.15% $246K 2024-04-22 $160.85
2023 Q4 REDUCED 30.9% -10.6% ✅ 1,414 -633 -30.9% 0.21% $305K 2024-01-18 $188.66
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMT

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 7.13% Ausbil Investment Management Ltd 3Y 3.73% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2.25% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 2.19% Strong Retirement Solutions LLC 2.01% Sitrin Capital Management LLC 3Y 7Y 1.98% Sarasin & Partners LLP 3Y 7Y 1.82% Edge Wealth Management LLC 3Y 7Y 1.74% Quintet Private Bank (Europe) S.A. 1.71% Barton Investment Management 3Y 7Y 1.7%

FAQ About Cottage Street Advisors LLC and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cottage Street Advisors LLC reported owning AMT?

Cottage Street Advisors LLC reported AMT across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMT position in Cottage Street Advisors LLC's portfolio?

The largest reported portfolio weight for AMT was 0.81% in 2024 Q3.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q3, when Cottage Street Advisors LLC reported 1,109 shares, equal to 0.09% of portfolio, with an estimated market value of $213K.

What does the chart on this AMT ownership page compare?

The chart compares Cottage Street Advisors LLC's quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cottage Street Advisors LLC time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, Cottage Street Advisors LLC correctly timed 13 out of 23 reported position changes (57%). The annualised alpha on AMT relative to SPY over the holding period was -15.7%.

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