AMT AMERICAN TOWER

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  35 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported AMERICAN TOWER (AMT) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q2. The latest visible filing shows AMT at 0.06% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in AMERICAN TOWER, 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
2026 Q1

AMT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q2

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 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,682 0% 0.06% $635K 2026-05-15 (Est.) $176.19
2025 Q4 UNCHANGED 3,682 0% 0.06% $646K 2026-01-12 $171.53
2025 Q3 REDUCED 3,682 -2,313 -38.6% 0.07% $708K 2025-10-09 $183.53
2025 Q2 ADDED 5,995 +2,313 +62.8% 0.14% $1.3M 2025-07-02 $218.75
2025 Q1 REDUCED 3,682 -200 -5.2% 0.09% $801K 2025-04-08 $197.72
2024 Q4 REDUCED 3,882 -50 -1.3% 0.08% $712K 2025-01-10 $167.58
2024 Q3 UNCHANGED 3,932 0% 0.09% $764K 2024-10-03 $217.97
2024 Q2 REDUCED 3,932 -425 -9.8% 0.09% $764K 2024-07-16 $199.78
2024 Q1 REDUCED 4,357 -207 -4.5% 0.10% $861K 2024-04-15 $167.94
2023 Q4 REDUCED 4,564 -9,425 -67.4% 0.13% $985K 2024-01-12 $195.70
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and AMT

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning AMT?

LVM CAPITAL MANAGEMENT LTD/MI reported AMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMT position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for AMT was 0.14% in 2025 Q2.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 3,682 shares, equal to 0.06% of portfolio, with an estimated market value of $635K.

What does the chart on this AMT ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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