AMT AMERICAN TOWER CORP REIT

Ownership history in FORBES J M & CO LLP  ·  16 quarters on record

AI Ownership Summary

FORBES J M & CO LLP reported AMERICAN TOWER CORP REIT (AMT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows AMT at 0.02% 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 FORBES J M & CO LLP's position in AMERICAN TOWER CORP REIT, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

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.

How FORBES J M & CO LLP 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,128 0% 0.02% $217K 2025-10-28 $179.17
2025 Q2 ADDED 1,128 +73 +6.9% 0.02% $249K 2025-07-18 $218.48
2025 Q1 UNCHANGED 1,055 0% 0.02% $230K 2025-05-06 $215.84
2024 Q3 REDUCED 1,055 -2 -0.2% 0.02% $245K 2024-10-24 $214.21
2024 Q2 UNCHANGED 1,057 0% 0.02% $205K 2024-07-30 $209.95
2024 Q1 UNCHANGED 1,057 0% 0.02% $209K 2024-04-11 $166.76
2023 Q4 REDUCED 1,057 -22,035 -95.4% 0.03% $228K 2024-02-08 $179.16
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORBES J M & CO LLP and AMT

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

How long has FORBES J M & CO LLP reported owning AMT?

FORBES J M & CO LLP reported AMT across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMT position in FORBES J M & CO LLP's portfolio?

The largest reported portfolio weight for AMT was 0.03% in 2023 Q4.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q3, when FORBES J M & CO LLP reported 1,128 shares, equal to 0.02% of portfolio, with an estimated market value of $217K.

What does the chart on this AMT ownership page compare?

The chart compares FORBES J M & CO LLP'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.

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