AMT — AMERICAN TOWER CORP NEW

Ownership history in Segment Wealth Management, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2020 Q1)
Avg. % of fund
0.85%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,042 — 0% 0.01% $200K $190.47
2025 Q2 UNCHANGED 1,042 — 0% 0.01% $230K $216.98
2025 Q1 REDUCED 1,042 -41,720 -97.6% 0.02% $227K $210.22
2023 Q4 REDUCED 42,762 -2,973 -6.5% 0.82% $9.2M $201.73
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMT price (monthly, adj. close)

Other funds also holding AMT

As of 2025 Q4 — 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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