American Tower Corporation
US ˙ NYSE ˙ US03027X1000

SecurityAMT / American Tower Corporation
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership2,141 shares
Latest Disclosed Value $ 369,450
Arkadios Wealth Advisors reports 7.48% increase in ownership of AMT / American Tower Corporation

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 2,141 shares of American Tower Corporation (US:AMT) valued at $369,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,992 shares of American Tower Corporation. This represents a change in shares of 7.48% during the quarter. The current value of the position is $415,611 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)
2026-05-18 2026-03-31 13F AMERICAN TOWER CORP COM REIT 03027X100 2,141 149 7.48 369 5.73 0.0039
2026-02-13 2025-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,992 440 28.35 350 17.11 0.0068
2025-10-29 2025-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,552 262 20.31 299 4.56 0.0072
2025-08-04 2025-06-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,290 -178 -12.13 285 -10.66 0.0084
2025-05-08 2025-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,468 -159 -9.77 319 7.05 0.0121
2025-01-15 2024-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,627 -110 -6.33 298 -26.05 0.0163
2024-10-24 2024-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,737 67 4.01 404 24.38 0.0229
2024-07-29 2024-06-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,670 0 0.00 325 -1.52 0.0219
2024-04-30 2024-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,670 -82 -4.68 330 -12.96 0.0256
2024-01-24 2023-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,752 -189 -9.74 378 18.50 0.0320
2023-10-13 2023-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,941 -470 -19.49 319 -31.69 0.0303
2023-07-26 2023-06-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 2,411 -623 -20.53 468 -24.56 0.0544
2023-05-02 2023-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 3,034 -35 -1.14 620 -4.77 0.0738
2023-01-11 2022-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 3,069 282 10.12 650 0.0862
2022-10-21 2022-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 2,787 485 21.07 1 0.0906
2022-07-14 2022-06-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 2,302 215 10.30 1 0.0875
2022-05-02 2022-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 2,087 103 5.19 1 0.0686
2022-02-03 2021-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,984 195 10.90 1 0.0768
2021-10-19 2021-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,789 201 12.66 0 0.0685
2021-07-28 2021-06-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 1,588 663 71.68 0 0.0523
2021-04-26 2021-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 925 593 178.61 0 0.0364
2021-02-09 2020-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 332 -131 -28.29 0 -100.00 0.0155
2020-11-10 2020-09-30 13F AMERICAN TOWER CORP NEW COM Real Estate Investment Trust 03027X100 463 98 26.85 112 19.15 0.0564
2020-08-10 2020-06-30 13F AMERICAN TOWER CORP NEW COM Real Estate Investment Trust 03027X100 365 271 288.30 95 370.00 0.0524
2020-05-14 2020-03-31 13F AMERICAN TOWER CORP NEW COM Real Estate Investment Trust 03027X100 94 12 14.63 20 -4.76 0.0130
2020-02-14 2019-12-31 13F AMERICAN TOWER CORP NEW COM Real Estate Investment Trust 03027X100 82 82 21 0.0126
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.