Ownership history in Rosenbaum Jay D. · 18 quarters on record
This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in AMERICAN TOWER REIT COM (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | REDUCED | 1,060 | -95 | -8.2% | 1.17% | $206K | $184.79 |
| 2024 Q1 | REDUCED | 1,155 | -1,921 | -62.5% | 1.30% | $228K | $184.64 |
| 2023 Q4 | REDUCED | 3,076 | -1,953 | -38.8% | 1.72% | $664K | $201.73 |
| 2023 Q3 | ADDED | 5,029 | +123 | +2.5% | 1.39% | $827K | $150.94 |
| 2023 Q2 | ADDED | 4,906 | +137 | +2.9% | 1.53% | $951K | $178.00 |
| 2023 Q1 | ADDED | 4,769 | +570 | +13.6% | 1.79% | $974K | $184.65 |
| 2022 Q4 | ADDED | 4,199 | +309 | +7.9% | 1.92% | $890K | $191.45 |
| 2022 Q3 | REDUCED | 3,890 | -46 | -1.2% | 1.92% | $835K | $191.19 |
| 2022 Q2 | ADDED | 3,936 | +230 | +6.2% | 1.95% | $1.0M | $227.61 |
| 2022 Q1 | ADDED | 3,706 | +100 | +2.8% | 1.47% | $931K | $221.21 |
As of 2025 Q4 — sorted by position size