American Tower Corporation
US ˙ NYSE ˙ US03027X1000

SecurityAMT / American Tower Corporation
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership1,349 shares
Latest Disclosed Value $ 232,865
Evoke Wealth, Llc reports 55.15% decrease in ownership of AMT / American Tower Corporation

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 1,349 shares of American Tower Corporation (US:AMT) valued at $232,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,008 shares of American Tower Corporation. This represents a change in shares of -55.15% during the quarter. The current value of the position is $245,842 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.

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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)
2026-05-14 2026-03-31 13F AMERICAN TOWER COM 03027X100 1,349 -1,659 -55.15 233 -56.47 0.0042
2026-02-06 2025-12-31 13F AMERICAN TOWER CORP COM 03027X100 3,008 919 43.99 534 31.60 0.0100
2025-11-14 2025-09-30 13F AMERICAN TOWER CORP COM 03027X100 2,089 12 0.58 405 -12.34 0.0082
2025-08-07 2025-06-30 13F AMERICAN TOWER CORP COM 03027X100 2,077 642 44.74 463 48.08 0.0106
2025-05-13 2025-03-31 13F AMERICAN TOWER CORP COM 03027X100 1,435 -37 -2.51 312 14.71 0.0081
2025-02-10 2024-12-31 13F AMERICAN TOWER CORP COM 03027X100 1,472 95 6.90 272 -15.00 0.0076
2024-11-13 2024-09-30 13F AMERICAN TOWER CORP COM 03027X100 1,377 1,377 320 0.0087
2024-08-13 2024-06-30 13F AMERICAN TOWER CORP COM 03027X100 0 -1,602 -100.00 0 -100.00
2024-05-15 2024-03-31 13F AMERICAN TOWER CORP COM 03027X100 1,602 -6,615 -80.50 317 -82.33 0.0094
2024-02-12 2023-12-31 13F AMERICAN TOWER CORP COM 03027X100 8,217 6,719 448.53 1,788 626.83 0.0383
2023-11-13 2023-09-30 13F AMERICAN TOWER CORP COM 03027X100 1,498 -24 -1.58 246 -17.17 0.0087
2023-08-09 2023-06-30 13F AMERICAN TOWER CORP COM 03027X100 1,522 -275 -15.30 298 -19.07 0.0103
2023-05-08 2023-03-31 13F AMERICAN TOWER CORP COM 03027X100 1,797 -165 -8.41 367 -91.23 0.0134
2023-02-10 2022-12-31 13F AMERICAN TOWER CORP COM 03027X100 1,962 1,481 307.90 4,188 418,600.00 0.0152
2022-11-07 2022-09-30 13F AMERICAN TOWER COM 03027X100 481 -36 -6.96 1 0.00 0.0042
2022-08-04 2022-06-30 13F American Tower COM 03027X100 517 -4,709 -90.11 1 -92.31 0.0049
2022-05-10 2022-03-31 13F American Tower COM 03027X100 5,226 1,361 35.21 13 18.18 0.0430
2022-02-09 2021-12-31 13F American Tower COM 03027X100 3,865 2 0.05 11 10.00 0.0358
2021-11-12 2021-09-30 13F American Tower COM 03027X100 3,863 -1 -0.03 10 0.00 0.0387
2021-08-05 2021-06-30 13F AMERICAN TOWER CORP COM 03027X100 3,864 3,470 880.71 10 0.0398
2021-05-13 2021-03-31 13F AMERICAN TOWER CORP REIT 03027X100 394 175 79.91 1 -100.00 0.0043
2021-02-12 2020-12-31 13F AMERICAN TOWER CORP REIT 03027X100 219 82 59.85 0 -100.00 0.0034
2020-11-13 2020-09-30 13F AMERICAN TOWER CORP REIT 03027X100 137 3 2.24 33 -5.71 0.0027
2020-08-10 2020-06-30 13F AMERICAN TOWER CORP REIT 03027X100 134 -22 -14.10 35 -89.71 0.0034
2020-05-07 2020-03-31 13F AMERICAN TOWER CORP REIT 03027X100 156 -907 -85.32 340 -86.15 0.0048
2020-02-07 2019-12-31 13F AMERICAN TOWER CORP REIT 03027X100 1,063 171 19.17 2,454 23.88 0.0312
2019-12-17 2019-09-30 13F/A-1 AMERICAN TOWER REIT 03027X100 892 892 1,981 0.0244
2019-11-12 2019-09-30 13F AMERICAN TOWER REIT 03027X100 892 1,981
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.