AMT — AMERICAN TOWER CORP NEW

Ownership history in CreativeOne Wealth, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in AMERICAN TOWER CORP NEW (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2023 Q4)
Avg. % of fund
0.08%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,919 -617 -24.3% 0.01% $369K $190.47
2025 Q2 REDUCED 2,536 -140 -5.2% 0.01% $561K $216.98
2025 Q1 ADDED 2,676 +75 +2.9% 0.02% $582K $210.22
2024 Q4 ADDED 2,601 +54 +2.1% 0.01% $477K $177.19
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMT price (monthly, adj. close)

Other funds also holding AMT

As of 2025 Q4 — sorted by position size

B&I Capital AG 3Y 11.18% Heard Capital LLC 3Y 9.58% AVENIR CORP 3Y 7Y 7.96% Vert Asset Management LLC 3Y 7.35% COHEN & STEERS, INC. 3Y 7Y 3.96% LDR Capital Management LLC 3Y 7Y 3.77% Partners Group Holding AG 3Y 7Y 3.71% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 3.71% Broad Run Investment Management, LLC 3Y 7Y 3.58% Socorro Asset Management LP 3Y 3.44%
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