American Tower Corporation
US ˙ NYSE ˙ US03027X1000

SecurityAMT / American Tower Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership37,015 shares
Latest Disclosed Value $ 6,387,854
AE Wealth Management LLC reports 18.36% increase in ownership of AMT / American Tower Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 37,015 shares of American Tower Corporation (US:AMT) valued at $6,388,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 31,274 shares of American Tower Corporation. This represents a change in shares of 18.36% during the quarter. The current value of the position is $7,177,579 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AMERICAN TOWER COM 03027X100 37,015 5,741 18.36 6,388 16.34 0.0010
2026-01-26 2025-12-31 13F AMERICAN TOWER CORP COM 03027X100 31,274 7,282 30.35 5,491 18.99 0.0315
2025-11-03 2025-09-30 13F AMERICAN TOWER CORP COM 03027X100 23,992 1,303 5.74 4,614 -7.98 0.0294
2025-08-06 2025-06-30 13F AMERICAN TOWER CORP COM 03027X100 22,689 1,779 8.51 5,015 10.22 0.0367
2025-05-06 2025-03-31 13F AMERICAN TOWER CORP COM 03027X100 20,910 1,331 6.80 4,550 26.71 0.0383
2025-02-13 2024-12-31 13F AMERICAN TOWER CORP COM 03027X100 19,579 1,936 10.97 3,591 -12.50 0.0305
2024-11-14 2024-09-30 13F AMERICAN TOWER CORP COM 03027X100 17,643 541 3.16 4,103 23.44 0.0372
2024-08-12 2024-06-30 13F AMERICAN TOWER CORP COM 03027X100 17,102 1,198 7.53 3,324 5.79 0.0333
2024-05-15 2024-03-31 13F AMERICAN TOWER CORP COM 03027X100 15,904 -18,510 -53.79 3,143 -53.72 0.0355
2024-02-14 2023-12-31 13F AMERICAN TOWER CORP COM 03027X100 34,414 2,295 7.15 6,790 28.56 0.0347
2023-10-11 2023-09-30 13F AMERICAN TOWER CORP COM 03027X100 32,119 -1,361 -4.07 5,282 -18.67 0.0316
2023-07-10 2023-06-30 13F AMERICAN TOWER CORP COM 03027X100 33,480 8,124 32.04 6,493 25.32 0.0390
2023-04-14 2023-03-31 13F AMERICAN TOWER CORP COM 03027X100 25,356 710 2.88 5,181 -0.77 0.0333
2023-01-31 2022-12-31 13F AMERICAN TOWER CORP COM 03027X100 24,646 4,820 24.31 5,221 22.65 0.0378
2022-10-25 2022-09-30 13F AMERICAN TOWER CORP COM 03027X100 19,826 -33,021 -62.48 4,257 -68.48 0.0338
2022-08-03 2022-06-30 13F AMERICAN TOWER CORP COM 03027X100 52,847 17,460 49.34 13,507 51.93 0.1081
2022-04-18 2022-03-31 13F AMERICAN TOWER CORP COM 03027X100 35,387 2,397 7.27 8,890 -7.88 0.0610
2022-01-20 2021-12-31 13F AMERICAN TOWER CORP COM 03027X100 32,990 14,444 77.88 9,650 96.06 0.0673
2021-11-01 2021-09-30 13F AMERICAN TOWER CORP COM 03027X100 18,546 1,499 8.79 4,922 6.88 0.0405
2021-07-21 2021-06-30 13F AMERICAN TOWER CORP COM 03027X100 17,047 4,981 41.28 4,605 59.67 0.0402
2021-04-27 2021-03-31 13F AMERICAN TOWER CORP COM 03027X100 12,066 503 4.35 2,884 11.09 0.0291
2021-02-01 2020-12-31 13F AMERICAN TOWER CORP COM 03027X100 11,563 -1,602 -12.17 2,596 -18.42 0.0294
2020-11-06 2020-09-30 13F AMERICAN TOWER CORP COM 03027X100 13,165 -216 -1.61 3,182 -8.03 0.0454
2020-08-05 2020-06-30 13F AMERICAN TOWER CORP COM 03027X100 13,381 2,917 27.88 3,460 51.82 0.0535
2020-05-07 2020-03-31 13F AMERICAN TOWER CORP COM 03027X100 10,464 1,914 22.39 2,279 15.98 0.0524
2020-01-15 2019-12-31 13F AMERICAN TOWER CORP COM 03027X100 8,550 1,954 29.62 1,965 34.68 0.0426
2019-11-05 2019-09-30 13F AMERICAN TOWER CORP COM 03027X100 6,596 1,144 20.98 1,459 30.85 0.0422
2019-07-22 2019-06-30 13F AMERICAN TOWER CORP COM 03027X100 5,452 1,995 57.71 1,115 63.73 0.0335
2019-05-14 2019-03-31 13F AMERICAN TOWER CORP COM 03027X100 3,457 700 25.39 681 56.19 0.0473
2019-02-14 2018-12-31 13F AMERICAN TOWER CORP COM 03027X100 2,757 -603 -17.95 436 -10.66 0.0746
2018-11-13 2018-09-30 13F AMERICAN TOWER CORP COM 03027X100 3,360 3,360 488 0.0269
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.