아메리칸 타워 코퍼레이션
MX ˙ BMV ˙ US03027X1000
SecurityMX:AMT / American Tower Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership80,953 shares
Latest Disclosed Value $ 13,970,826
EP Wealth Advisors, Inc. reports 71.71% decrease in ownership of AMT / American Tower Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 80,953 shares of American Tower Corporation (MX:AMT) valued at $13,970,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 286,111 shares of American Tower Corporation. This represents a change in shares of -71.71% during the quarter.

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 80,953 -205,158 -71.71 13,971 -72.19 0.0686
2026-02-18 2025-12-31 13F AMERICAN TOWER CORP COM 03027X100 286,111 1,480 0.52 50,232 -20.15 0.2610
2025-08-14 2025-06-30 13F AMERICAN TOWER CORP COM 03027X100 284,631 2,904 1.03 62,909 2.62 0.4135
2025-05-15 2025-03-31 13F AMERICAN TOWER CORP COM 03027X100 281,727 -50,913 -15.31 61,304 0.48 0.4897
2025-02-14 2024-12-31 13F AMERICAN TOWER CORP COM 03027X100 332,640 5,720 1.75 61,009 -19.75 0.4979
2024-11-15 2024-09-30 13F AMERICAN TOWER CORP COM 03027X100 326,920 11,598 3.68 76,029 24.04 0.6535
2024-08-19 2024-06-30 13F AMERICAN TOWER CORP COM 03027X100 315,322 24,629 8.47 61,292 6.71 0.6512
2024-05-14 2024-03-31 13F AMERICAN TOWER CORP COM 03027X100 290,693 13,852 5.00 57,438 -3.89 0.6714
2024-02-28 2023-12-31 13F AMERICAN TOWER CORP COM 03027X100 276,841 10,307 3.87 59,765 36.35 0.7623
2023-11-24 2023-09-30 13F AMERICAN TOWER CORP COM 03027X100 266,534 41,026 18.19 43,832 -7.56 0.6799
2023-08-14 2023-06-30 13F AMERICAN TOWER CORP COM 03027X100 225,508 0 0.00 47,415 2.90 0.6835
2023-06-05 2023-03-31 13F AMERICAN TOWER CORP COM 03027X100 225,508 11,546 5.40 46,080 1.65 0.7925
2023-06-12 2022-12-31 13F AMERICAN TOWER CORP COM 03027X100 213,962 13,613 6.79 45,330 5.38 0.8169
2022-12-02 2022-09-30 13F AMERICAN TOWER CORP COM 03027X100 200,349 5,055 2.59 43,015 -13.82 0.9755
2022-08-11 2022-06-30 13F AMERICAN TOWER CORP COM 03027X100 195,294 10,962 5.95 49,915 7.79 1.1242
2022-05-20 2022-03-31 13F AMERICAN TOWER CORP COM 03027X100 184,332 15,534 9.20 46,308 -6.21 1.0166
2022-02-17 2021-12-31 13F AMERICAN TOWER CORP COM 03027X100 168,798 6,411 3.95 49,374 14.56 1.1670
2021-11-23 2021-09-30 13F/A-1 AMERICAN TOWER CORP COM 03027X100 162,387 7,243 4.67 43,099 2.83 1.1818
2021-11-16 2021-09-30 13F AMERICAN TOWER CORP COM 03027X100 155,144 0 43,099 1.1818
2021-08-24 2021-06-30 13F AMERICAN TOWER CORP COM 03027X100 155,144 11,139 7.74 41,911 21.74 1.1619
2021-05-17 2021-03-31 13F AMERICAN TOWER CORP COM 03027X100 144,005 21,932 17.97 34,426 25.64 1.0945
2021-02-18 2020-12-31 13F AMERICAN TOWER CORP COM 03027X100 122,073 12,024 10.93 27,401 3.00 0.9634
2020-11-17 2020-09-30 13F AMERICAN TOWER CORP COM 03027X100 110,049 2,189 2.03 26,602 -4.60 1.1446
2020-08-14 2020-06-30 13F AMERICAN TOWER CORP COM 03027X100 107,860 364 0.34 27,886 19.14 1.1908
2020-05-18 2020-03-31 13F AMERICAN TOWER CORP COM 03027X100 107,496 5,034 4.91 23,407 -0.60 1.1455
2020-02-14 2019-12-31 13F AMERICAN TOWER CORP COM 03027X100 102,462 6,423 6.69 23,548 10.88 0.9697
2019-11-18 2019-09-30 13F AMERICAN TOWER CORP COM 03027X100 96,039 9,503 10.98 21,237 20.04 1.0531
2019-08-27 2019-06-30 13F AMERICAN TOWER CORP COM 03027X100 86,536 -963 -1.10 17,692 2.61 1.1053
2019-05-20 2019-03-31 13F AMERICAN TOWER CORP COM 03027X100 87,499 -5,431 -5.84 17,242 17.28 1.6579
2019-02-15 2018-12-31 13F AMERICAN TOWER CORP COM 03027X100 92,930 -1,210 -1.29 14,701 7.47 1.1339
2018-11-15 2018-09-30 13F AMERICAN TOWER CORP COM 03027X100 94,140 1,189 1.28 13,679 2.07 1.0688
2018-08-14 2018-06-30 13F AMERICAN TOWER CORP COM 03027X100 92,951 1,583 1.73 13,401 0.92 1.2644
2018-05-15 2018-03-31 13F AMERICAN TOWER CORP COM 03027X100 91,368 -14,417 -13.63 13,279 -12.01 1.2835
2018-02-15 2017-12-31 13F AMERICAN TOWER CORP COM 03027X100 105,785 4,126 4.06 15,092 8.61 1.5924
2017-11-15 2017-09-30 13F AMERICAN TOWER CORP COM 03027X100 101,659 2,587 2.61 13,895 6.00 1.6048
2017-08-17 2017-06-30 13F AMERICAN TOWER CORP COM 03027X100 99,072 -193 -0.19 13,109 8.65 1.6068
2017-05-15 2017-03-31 13F AMERICAN TOWER CORP COM 03027X100 99,265 5,459 5.82 12,065 34.26 1.6642
2017-02-15 2016-12-31 13F AMERICAN TOWER CORP COM 03027X100 93,806 4,407 4.93 8,986 -11.31 1.3133
2016-11-14 2016-09-30 13F AMERICAN TOWER CORP COM 03027X100 89,399 855 0.97 10,132 0.73 1.5833
2016-08-15 2016-06-30 13F AMERICAN TOWER CORP COM 03027X100 88,544 -15,011 -14.50 10,059 -5.11 1.6029
2016-05-16 2016-03-31 13F AMERICAN TOWER CORP COM 03027X100 103,555 -12,206 -10.54 10,601 -5.54 1.6257
2016-02-16 2015-12-31 13F AMERICAN TOWER CORP COM 03027X100 115,761 9,365 8.80 11,223 19.89 1.8865
2015-11-17 2015-09-30 13F AMERICAN TOWER CORP COM 03027X100 106,396 -9,989 -8.58 9,361 -13.78 1.7844
2015-08-14 2015-06-30 13F American Tower Common 03027X100 116,385 5,700 5.15 10,858 4.19 2.0348
2015-05-15 2015-03-31 13F American Tower Common 03027X100 110,685 107,958 3,958.86 10,421 3,759.26 1.9596
2015-02-17 2014-12-31 13F American Tower Common 03027X100 2,727 17 0.63 270 6.30 0.0445
2014-11-12 2014-09-30 13F American Tower Common 03027X100 2,710 -102 -3.63 254 0.40 0.0411
2014-07-25 2014-06-30 13F American Tower Common 03027X100 2,812 1 0.04 253 10.00 0.0588
2014-05-15 2014-03-31 13F AmericanTowerCorp Common 03027X100 2,811 0 0.00 230 2.68 0.0629
2014-02-14 2013-12-31 13F American Tower Common 03027X100 2,811 -84 -2.90 224 4.19 0.0581
2013-11-14 2013-09-30 13F American Tower Common 03027X100 2,895 2,895 215 0.0676
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.