아메리칸 타워 코퍼레이션
MX ˙ BMV ˙ US03027X1000
SecurityMX:AMT / American Tower Corporation
InstitutionKoa Wealth Management, LLC
Latest Disclosed Ownership20,306 shares
Latest Disclosed Value $ 3,504,457
Koa Wealth Management, LLC reports 4.22% decrease in ownership of AMT / American Tower Corporation

On April 29, 2026 - Koa Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,306 shares of American Tower Corporation (MX:AMT) valued at $3,504,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 21,200 shares of American Tower Corporation. This represents a change in shares of -4.22% 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)
2026-04-29 2026-03-31 13F AMERICAN TOWER COM 03027X100 20,306 -894 -4.22 3,504 -5.86 2.5336
2026-01-29 2025-12-31 13F AMERICAN TOWER CORP COM 03027X100 21,200 2,047 10.69 3,722 1.06 2.5558
2025-10-28 2025-09-30 13F AMERICAN TOWER CORP COM 03027X100 19,153 4,209 28.17 3,684 11.54 2.7317
2025-07-29 2025-06-30 13F AMERICAN TOWER CORP COM 03027X100 14,944 -3,003 -16.73 3,303 -15.44 2.6231
2025-05-12 2025-03-31 13F AMERICAN TOWER CORP COM 03027X100 17,947 2,657 17.38 3,905 39.27 3.1538
2025-01-23 2024-12-31 13F AMERICAN TOWER CORP COM 03027X100 15,290 14 0.09 2,804 -21.06 2.2918
2024-11-06 2024-09-30 13F AMERICAN TOWER CORP COM 03027X100 15,276 -1,525 -9.08 3,553 8.79 2.7444
2024-07-23 2024-06-30 13F AMERICAN TOWER CORP COM 03027X100 16,801 3,327 24.69 3,266 22.65 2.7597
2024-05-07 2024-03-31 13F AMERICAN TOWER CORP COM 03027X100 13,474 1,681 14.25 2,662 4.60 2.4000
2024-05-07 2023-12-31 13F AMERICAN TOWER CORP COM 03027X100 11,793 11,793 2,546 2.5134
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.