M&G Plc AMT — AMERICAN TOWER CORP NEW

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported AMERICAN TOWER CORP NEW (AMT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.12% in 2024 Q4. The latest visible filing shows AMT at 0.97% 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.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in AMERICAN TOWER CORP NEW, 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 Q4

AMT was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 M&G Plc fund profile M&G Plc full holdings
How M&G Plc 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,075,131 +65,605 +6.5% 0.97% $189.2M 2026-02-14 (Est.) $190.20
2025 Q3 ADDED — — — 1,009,526 +125,241 +14.2% 1.03% $193.8M 2025-11-07 $174.49
2025 Q2 REDUCED — — — 884,285 -30,328 -3.3% 1.08% $195.4M 2025-08-08 $200.73
2025 Q1 REDUCED 7.5% +3.2% ❌ 914,613 -74,086 -7.5% 0.95% $199.4M 2025-05-13 $196.70
2024 Q4 ADDED — — — 988,699 +352,814 +55.5% 1.12% $180.9M 2025-02-11 $185.01
2024 Q3 REDUCED 18.3% -20.5% ✅ 635,885 -142,178 -18.3% 0.53% $148.2M 2024-10-31 $202.46
2024 Q2 REDUCED 6.2% +19.6% ❌ 778,063 -51,735 -6.2% 0.60% $150.9M 2024-07-16 $197.81
2024 Q1 INITIATED — — — 829,798 — — 0.62% $164.3M 2024-05-10 $172.22

🏢 Other funds also holding AMT

As of 2026 Q1 — sorted by position size

B&I Capital AG 3Y 9.01% Vert Asset Management LLC 3Y 7.13% Ausbil Investment Management Ltd 3Y 3.73% BERNZOTT CAPITAL ADVISORS 3Y 7Y 3.49% Foresight Group Ltd Liability Partnership 2.89% Koa Wealth Management, LLC 2.53% 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%

FAQ About M&G Plc and AMT

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

How long has M&G Plc reported owning AMT?

M&G Plc reported AMT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AMT position in M&G Plc's portfolio?

The largest reported portfolio weight for AMT was 1.12% in 2024 Q4.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 1,075,131 shares, equal to 0.97% of portfolio, with an estimated market value of $189.2M.

What does the chart on this AMT ownership page compare?

The chart compares M&G Plc'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 M&G Plc time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, M&G Plc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on AMT relative to SPY over the holding period was -10.3%.

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