LVM CAPITAL MANAGEMENT LTD/MI 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.

AMT stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,682 — 0% 0.06% $635K 2026-05-15 (Est.) $178.40
2025 Q4 UNCHANGED — — — 3,682 — 0% 0.06% $646K 2026-01-12 $169.83
2025 Q3 REDUCED 38.6% -7.7% ✅ 3,682 -2,313 -38.6% 0.07% $708K 2025-10-09 $181.72
2025 Q2 ADDED — — — 5,995 +2,313 +62.8% 0.14% $1.3M 2025-07-02 $216.59
2025 Q1 REDUCED 5.2% +3.2% ❌ 3,682 -200 -5.2% 0.09% $801K 2025-04-08 $195.76
2024 Q4 REDUCED — — — 3,882 -50 -1.3% 0.08% $712K 2025-01-10 $165.92
2024 Q3 UNCHANGED — — — 3,932 — 0% 0.09% $764K 2024-10-03 $215.81
2024 Q2 REDUCED 9.8% +19.6% ❌ 3,932 -425 -9.8% 0.09% $764K 2024-07-16 $197.81
2024 Q1 REDUCED — — — 4,357 -207 -4.5% 0.10% $861K 2024-04-15 $166.28
2023 Q4 REDUCED 67.4% -10.6% ✅ 4,564 -9,425 -67.4% 0.13% $985K 2024-01-12 $193.77
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMT

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 7.13% Ausbil Investment Management Ltd 3Y 3.73% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2.25% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 2.19% Strong Retirement Solutions LLC 2.01% Sitrin Capital Management LLC 3Y 7Y 1.98% Sarasin & Partners LLP 3Y 7Y 1.82% Edge Wealth Management LLC 3Y 7Y 1.74% Quintet Private Bank (Europe) S.A. 1.71% Barton Investment Management 3Y 7Y 1.7%

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.

How well did LVM CAPITAL MANAGEMENT LTD/MI time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, LVM CAPITAL MANAGEMENT LTD/MI correctly timed 16 out of 32 reported position changes (50%). The annualised alpha on AMT relative to SPY over the holding period was -7.8%.

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