AMT — AMERICAN TOWER CORP NEW

Ownership history in WealthShield Partners, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
0.42% (2024 Q3)
Avg. % of fund
0.24%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 13,157 +590 +4.7% 0.29% $2.5M $190.47
2025 Q2 REDUCED 12,567 -429 -3.3% 0.34% $2.8M $216.98
2025 Q1 ADDED 12,996 +2,438 +23.1% 0.36% $2.8M $210.22
2024 Q4 REDUCED 10,558 -2,643 -20.0% 0.28% $2.0M $177.19
7 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%
← Back to WealthShield Partners, LLC Holdings