AMT β€” AMERICAN TOWER CORP NEW

Ownership history in Koss-Olinger Consulting, LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Koss-Olinger Consulting, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2021 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

Koss-Olinger Consulting, LLC Γ— AMT AI Analytics

πŸ“‰ Koss-Olinger Consulting, LLC underperformed the S&P 500 by –29.9% annually on this AMT position. Timing score: 38% (3/8 decisions correct). Average cost basis: $228.84. Maximum drawdown during holding period: –23.5%.

πŸ“ˆ Position Alpha vs SPY
-29.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 29.9% ann.
9 quarters analyzed

⏱️ Timing Score
38%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct

πŸ’° Entry Quality
$228.84
-16.8% vs current ($190.47)

Best entry: $178.00 (2023 Q2)  Β·  Worst: $232.55 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–23.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

6 adds Β· 2 trims. Bought during 3 of 6 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ 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.

% of Fund (quarterly)    AMT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,189 β€” 0% 0.02% $263K $190.47
2025 Q2 ADDED 1,189 +2 +0.2% 0.02% $263K $216.98
2025 Q1 ADDED 1,187 +52 +4.6% 0.02% $258K $210.22
2024 Q3 UNCHANGED 1,135 β€” 0% 0.02% $264K $221.09
2024 Q2 REDUCED 1,135 -40 -3.4% 0.02% $221K $184.79
2023 Q4 ADDED 1,175 +86 +7.9% 0.02% $254K $201.73
2023 Q2 ADDED 1,089 +1 +0.1% 0.02% $211K $178.00
2023 Q1 REDUCED 1,088 -11 -1.0% 0.03% $222K $184.65
2022 Q4 ADDED 1,099 +17 +1.6% 0.03% $233K $191.45
2021 Q3 INITIATED 1,082 β€” β€” 0.05% $287K $232.55

🏒 Other funds also holding AMT

As of 2025 Q4 β€” 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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