Ownership history in Edge Wealth Management LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in AMERICAN TOWER CORP REIT COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 60,457 | -1,829 | -2.9% | 1.87% | $10.6M | $175.57 |
| 2025 Q3 | REDUCED | 62,286 | -553 | -0.9% | 2.12% | $12.0M | $190.47 |
| 2025 Q2 | REDUCED | 62,839 | -434 | -0.7% | 2.67% | $13.9M | $216.98 |
| 2025 Q1 | ADDED | 63,273 | +959 | +1.5% | 2.79% | $13.8M | $210.22 |
| 2024 Q4 | REDUCED | 62,314 | -625 | -1.0% | 2.31% | $11.4M | $177.19 |
| 2024 Q3 | REDUCED | 62,939 | -145 | -0.2% | 2.94% | $14.6M | $221.09 |
| 2024 Q2 | REDUCED | 63,084 | -1,238 | -1.9% | 2.58% | $12.3M | $184.79 |
| 2024 Q1 | ADDED | 64,322 | +68 | +0.1% | 2.67% | $12.7M | $184.64 |
| 2023 Q4 | REDUCED | 64,254 | -682 | -1.1% | 3.03% | $13.9M | $201.73 |
| 2023 Q3 | ADDED | 64,936 | +64,740 | +33030.6% | 2.50% | $10.7M | $150.94 |
As of 2025 Q4 — sorted by position size