AMT β€” AMERICAN TOWER CORP NEW

Ownership history in WealthShield Partners, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.42% (2024 Q3)
πŸ“Š Avg. % of fund
0.24%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
11

Position Intelligence

WealthShield Partners, LLC Γ— AMT AI Analytics

πŸ“‰ WealthShield Partners, LLC underperformed the S&P 500 by –38.3% annually on this AMT position. Timing score: 56% (5/9 decisions correct). Average cost basis: $198.11. Maximum drawdown during holding period: –24.8%.

πŸ“ˆ Position Alpha vs SPY
-38.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 38.3% ann.
10 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 9 add/trim decisions correct

πŸ’° Entry Quality
$198.11
-3.9% vs current ($190.47)

Best entry: $184.79 (2024 Q2)  Β·  Worst: $221.09 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–24.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

6 adds Β· 4 trims. Bought during 3 of 5 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 0.29% 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 10 quarters  β–Ύ
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
2024 Q3 ADDED 13,201 +2,407 +22.3% 0.42% $3.1M $221.09
2024 Q2 ADDED 10,794 +10,661 +8015.8% 0.32% $2.1M $184.79
2021 Q2 REDUCED 133 -26 -16.4% 0.01% $36K $235.59
2021 Q1 REDUCED 159 -2,671 -94.4% 0.01% $38K $206.42
2020 Q4 ADDED 2,830 +107 +3.9% 0.12% $635K $193.82
2020 Q3 UNCHANGED 2,723 β€” 0% 0.23% $658K $207.57
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 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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