Ownership history in HighTower Advisors, LLC Β· 71 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in AMERICAN TOWER CORP CL A (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighTower Advisors, LLC underperformed the S&P 500 by β1.2% annually on this AMT position. Timing score: 60% (42/70 decisions correct). Average cost basis: $187.52. Maximum drawdown during holding period: β41.4%.
β οΈ Trailed SPY by 1.2% ann. on this position.
70 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
42 of 70 add/trim decisions correct
Best entry: $22.25 (2009 Q1) Β· Worst: $257.56 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
44 adds Β· 27 trims. Bought during 10 of 18 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size