AMT — AMERICAN TOWER CORP NEW

Ownership history in Summit Asset Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Summit Asset 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
0.05% (2023 Q4)
Avg. % of fund
0.04%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,072 — 0% 0.03% $206K $190.47
2025 Q2 UNCHANGED 1,072 — 0% 0.04% $237K $216.98
2025 Q1 ADDED 1,072 +4 +0.4% 0.04% $233K $210.22
2024 Q3 UNCHANGED 1,068 — 0% 0.05% $248K $221.09
2024 Q2 ADDED 1,068 +30 +2.9% 0.04% $208K $184.79
2024 Q1 UNCHANGED 1,038 — 0% 0.04% $205K $184.64
2023 Q4 INITIATED 1,038 — — 0.05% $224K —
% 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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