AMT β€” AMERICAN TOWER CORP NEW

Ownership history in Quantum Portfolio Management LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Quantum Portfolio Management 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
0.12% (2024 Q4)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

Quantum Portfolio Management LLC Γ— AMT AI Analytics

πŸ“‰ Quantum Portfolio Management LLC underperformed the S&P 500 by –7.9% annually on this AMT position. Average cost basis: $179.75. Maximum drawdown during holding period: –12.2%.

πŸ“ˆ Position Alpha vs SPY
-7.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.9% ann.
2 quarters analyzed

πŸ’° Entry Quality
$179.75
+6.0% vs current ($190.47)

Best entry: $177.19 (2024 Q4)  Β·  Worst: $190.47 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–12.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% 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 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,224 +290 +31.0% 0.07% $235K $190.47
2025 Q2 REDUCED 934 -278 -22.9% 0.10% $206K $216.98
2024 Q4 INITIATED 1,212 β€” β€” 0.12% $222K $177.19

🏒 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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