American Tower Ownership 2024 | Who Owns American Tower Now?
Institutional Ownership
91.87%
Insider Ownership
0.13%
Retail Ownership
8.00%
Institutional Holders
1.72K
American Tower Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 13.41% | 0.23% | 62,541,339 | 550,286 | 0.89% | 12,156,785,476 | Jun 30, 2024 |
BLACKROCK INC. | 8.17% | 0.17% | 38,114,935 | 1,702,747 | 4.68% | 7,408,781,135 | Jun 30, 2024 |
STATE STREET CORP | 4.40% | 0.18% | 20,537,697 | -70,699 | -0.34% | 4,024,601,874,000 | Jun 30, 2024 |
COHEN & STEERS, INC. | 3.80% | 7.23% | 17,737,643 | 27,755 | 0.16% | 3,447,989,000 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.54% | 0.41% | 11,834,463 | -3,536,585 | -23.01% | 2,300,382,919 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.19% | 11,009,187 | 319,175 | 2.99% | 2,134,269,047 | Jun 30, 2024 |
MORGAN STANLEY | 1.99% | 0.14% | 9,275,575 | 1,087,676 | 13.28% | 1,802,986,764 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 1.88% | 1.01% | 8,775,614 | -19,162 | -0.22% | 1,705,800,246,000 | Jun 30, 2024 |
FMR LLC | 1.82% | 0.11% | 8,489,487 | 461,292 | 5.75% | 1,650,186,337 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 1.65% | 0.67% | 7,682,099 | 302,166 | 4.09% | 1,493,246,403 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.40% | 0.33% | 6,514,896 | -4,494 | -0.07% | 1,266,381,396 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.37% | 0.34% | 6,395,906 | 1,885,421 | 41.80% | 1,243,333,312 | Jun 30, 2024 |
AKRE CAPITAL MANAGEMENT LLC | 1.31% | 10.49% | 6,134,307 | -63,518 | -1.02% | 1,192,386,595 | Jun 30, 2024 |
NORGES BANK | 1.25% | 0.17% | 5,847,460 | 5,847,460 | 100.00% | 1,136,629,275 | Jun 30, 2024 |
INVESCO LTD. | 1.21% | 0.23% | 5,640,109 | 114,925 | 2.08% | 1,096,324,455 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.20% | 0.18% | 5,607,785 | -1,015,793 | -15.34% | 1,090,041,153 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.18% | 0.13% | 5,521,758 | -148,557 | -2.62% | 1,073,322,000 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.17% | 0.24% | 5,449,803 | -198,339 | -3.51% | 1,059,333,874 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.09% | 0.29% | 5,099,048 | -11,290 | -0.22% | 996,348,796 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.09% | 0.17% | 5,094,493 | -80,724 | -1.56% | 990,267,549,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP | 0.04% | 14.58% | 178,902 | 1,957 | 1.11% | 27,632,142 | Jun 30, 2024 |
HEARD CAPITAL LLC | 0.22% | 12.02% | 1,013,693 | 66,525 | 7.02% | 197,041,645 | Jun 30, 2024 |
AKRE CAPITAL MANAGEMENT LLC | 1.31% | 10.49% | 6,134,307 | -63,518 | -1.02% | 1,192,386,595 | Jun 30, 2024 |
AVENIR CORP | 0.11% | 9.48% | 502,113 | -61,540 | -10.92% | 97,600,708 | Jun 30, 2024 |
PATRIZIA PTY LTD | 0.01% | 8.55% | 27,943 | 2,053 | 7.93% | 5,431,560 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS LTD | 0.31% | 8.19% | 1,442,759 | 84,180 | 6.20% | 280,443,494 | Jun 30, 2024 |
COHEN & STEERS, INC. | 3.80% | 7.23% | 17,737,643 | 27,755 | 0.16% | 3,447,989,000 | Jun 30, 2024 |
BROAD RUN INVESTMENT MANAGEMENT, LLC | 0.06% | 7.20% | 270,520 | -6,826 | -2.46% | 52,583,678 | Jun 30, 2024 |
VERT ASSET MANAGEMENT LLC | 0.02% | 7.15% | 92,272 | 5,547 | 6.40% | 17,935,831 | Jun 30, 2024 |
AMERICAN ASSETS CAPITAL ADVISERS, LLC | 0.02% | 6.76% | 109,823 | 9,304 | 9.26% | 21,347,395 | Jun 30, 2024 |
UNIPLAN INVESTMENT COUNSEL, INC. | 0.07% | 5.68% | 321,392 | -57,525 | -15.18% | 62,471,000 | Jun 30, 2024 |
PROSPECT CAPITAL ADVISORS, LLC | 0.01% | 5.59% | 68,225 | - | - | 13,261,575 | Jun 30, 2024 |
MAPLE-BROWN ABBOTT LTD | 0.06% | 5.45% | 266,030 | -51,880 | -16.32% | 51,710,911 | Jun 30, 2024 |
GRS ADVISORS, LLC | 0.05% | 5.05% | 225,487 | 225,487 | 100.00% | 43,830,164 | Jun 30, 2024 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 0.13% | 5.01% | 601,580 | -12,985 | -2.11% | 116,935,120 | Jun 30, 2024 |
PARTNERS GROUP HOLDING AG | 0.07% | 4.98% | 339,714 | 44,589 | 15.11% | 66,033,607 | Jun 30, 2024 |
ACCOUNT MANAGEMENT LLC | 0.00% | 4.56% | 20,675 | -400 | -1.90% | 4,018,807 | Jun 30, 2024 |
AUSBIL INVESTMENT MANAGEMENT LTD | 0.01% | 4.33% | 48,314 | -5,744 | -10.63% | 9,391,275 | Jun 30, 2024 |
HAZELVIEW SECURITIES INC. | 0.02% | 4.12% | 111,808 | 33,956 | 43.62% | 21,779,080 | Jun 30, 2024 |
ALAPOCAS INVESTMENT PARTNERS, INC. | 0.01% | 4.06% | 35,170 | -12 | -0.03% | 6,836,345 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.25% | 0.17% | 5,847,460 | 5,847,460 | 100.00% | 1,136,629,275 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.37% | 0.34% | 6,395,906 | 1,885,421 | 41.80% | 1,243,333,312 | Jun 30, 2024 |
BLACKROCK INC. | 8.17% | 0.17% | 38,114,935 | 1,702,747 | 4.68% | 7,408,781,135 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.83% | 0.22% | 3,887,074 | 1,491,120 | 62.23% | 755,569,443 | Jun 30, 2024 |
MORGAN STANLEY | 1.99% | 0.14% | 9,275,575 | 1,087,676 | 13.28% | 1,802,986,764 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 0.43% | 0.06% | 2,012,867 | 1,055,726 | 110.30% | 391,261,087 | Jun 30, 2024 |
VONTOBEL HOLDING LTD. | 0.24% | 0.70% | 1,107,798 | 1,011,575 | 1051.28% | 215,333,776 | Jun 30, 2024 |
AMUNDI | 0.77% | 0.27% | 3,605,378 | 856,167 | 31.14% | 702,191,103 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 0.23% | 0.04% | 1,059,413 | 713,862 | 206.59% | 205,928,699 | Jun 30, 2024 |
VANGUARD GROUP INC | 13.41% | 0.23% | 62,541,339 | 550,286 | 0.89% | 12,156,785,476 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.05% | 0.21% | 4,910,431 | 525,975 | 12.00% | 954,489,869 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.71% | 0.20% | 3,310,893 | 464,429 | 16.32% | 643,571,382 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.10% | 0.12% | 461,736 | 461,736 | 100.00% | 89,752,242 | Jun 30, 2024 |
FMR LLC | 1.82% | 0.11% | 8,489,487 | 461,292 | 5.75% | 1,650,186,337 | Jun 30, 2024 |
DAVENPORT & CO LLC | 0.16% | 0.86% | 733,616 | 420,647 | 134.41% | 142,825,525 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.94% | 0.26% | 4,383,837 | 377,751 | 9.43% | 852,130,236 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.75% | 0.06% | 3,489,433 | 335,122 | 10.62% | 678,275,913 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.19% | 11,009,187 | 319,175 | 2.99% | 2,134,269,047 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 0.79% | 0.59% | 3,705,145 | 302,676 | 8.90% | 720,206,035 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 1.65% | 0.67% | 7,682,099 | 302,166 | 4.09% | 1,493,246,403 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JENNISON ASSOCIATES LLC | 0.01% | 0.01% | 45,033 | -4,407,573 | -98.99% | 8,753,547 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.54% | 0.41% | 11,834,463 | -3,536,585 | -23.01% | 2,300,382,919 | Jun 30, 2024 |
BROWN ADVISORY INC | 0.05% | 0.06% | 224,351 | -2,546,753 | -91.90% | 43,609,443 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 31,200 | -1,657,900 | -98.15% | 6,064,656 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.20% | 0.18% | 5,607,785 | -1,015,793 | -15.34% | 1,090,041,153 | Jun 30, 2024 |
RESOLUTION CAPITAL LTD | - | - | - | -733,847 | -100.00% | - | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.28% | 0.21% | 1,314,972 | -673,647 | -33.88% | 255,604,257 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -531,839 | -100.00% | - | Jun 30, 2024 |
DAIWA SECURITIES GROUP INC. | 0.14% | 0.68% | 653,560 | -487,028 | -42.70% | 127,039,000 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | 0.19% | 0.29% | 893,664 | -461,397 | -34.05% | 162,081,090 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.01% | 0.01% | 51,636 | -278,917 | -84.38% | 10,037,005 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.70% | 0.22% | 3,250,415 | -271,216 | -7.70% | 631,815,667 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.13% | 0.09% | 585,668 | -234,976 | -28.63% | 113,842,146 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.80% | 0.18% | 3,726,871 | -227,689 | -5.76% | 724,429,334 | Jun 30, 2024 |
UBS GROUP AG | 0.58% | 0.13% | 2,690,741 | -220,182 | -7.56% | 523,026,235 | Jun 30, 2024 |
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.04% | 0.09% | 206,117 | -215,693 | -51.14% | 40,065,020 | Jun 30, 2024 |
EDGEWOOD MANAGEMENT LLC | 0.01% | 0.03% | 61,873 | -198,839 | -76.27% | 12,026,874 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.17% | 0.24% | 5,449,803 | -198,339 | -3.51% | 1,059,333,874 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.21% | 0.07% | 975,978 | -191,471 | -16.40% | 189,710,557 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.04% | 0.23% | 183,475 | -158,358 | -46.33% | 35,663,867 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.25% | 0.17% | 5,847,460 | 5,847,460 | 100.00% | 1,136,629,275 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.10% | 0.12% | 461,736 | 461,736 | 100.00% | 89,752,242 | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.06% | 0.08% | 285,363 | 285,363 | 100.00% | 55,468,860 | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | 0.05% | 0.90% | 242,907 | 242,907 | 100.00% | 47,216,263 | Jun 30, 2024 |
JUNTO CAPITAL MANAGEMENT LP | 0.04% | 0.78% | 196,163 | 196,163 | 100.00% | 38,130,164 | Jun 30, 2024 |
CEREDEX VALUE ADVISORS LLC | 0.04% | 0.63% | 170,865 | 170,865 | 100.00% | 33,403,792 | Jun 30, 2024 |
TPG GP A, LLC | 0.04% | 0.73% | 164,308 | 164,308 | 100.00% | 31,938,189 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.06% | 131,101 | 131,101 | 100.00% | 25,483,413 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.14% | 130,423 | 130,423 | 100.00% | 25,351,623 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.03% | 0.46% | 130,319 | 130,319 | 100.00% | 25,329,852 | Jun 30, 2024 |
WATERFRONT CAPITAL PARTNERS, LLC | 0.02% | 2.28% | 100,000 | 100,000 | 100.00% | 19,438,000 | Jun 30, 2024 |
DAVENPORT & CO LLC | 0.02% | 0.10% | 88,000 | 88,000 | 100.00% | 17,105,440 | Jun 30, 2024 |
J. GOLDMAN & CO LP | 0.02% | 0.48% | 86,636 | 86,636 | 100.00% | 16,840,306 | Jun 30, 2024 |
SORA INVESTORS LLC | 0.02% | 2.94% | 82,000 | 82,000 | 100.00% | 15,939,160 | Jun 30, 2024 |
ATREIDES MANAGEMENT, LP | 0.02% | 0.49% | 76,564 | 76,564 | 100.00% | 14,882,510 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.54% | 70,000 | 70,000 | 100.00% | 13,606,600 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.15% | 69,984 | 69,984 | 100.00% | 13,603,000 | Jun 30, 2024 |
PAYDEN & RYGEL INVESTMENT GROUP | 0.01% | 1.07% | 67,900 | 67,900 | 100.00% | 13,198,000 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.01% | 0.03% | 56,663 | 56,663 | 100.00% | 11,014,153 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.01% | 0.11% | 50,397 | 50,397 | 100.00% | 9,796,169 | Jun 30, 2024 |
RANGER GLOBAL REAL ESTATE ADVISORS, LLC | 0.01% | 3.81% | 49,167 | 49,167 | 100.00% | 9,557,082 | Jun 30, 2024 |
MAKENA CAPITAL MANAGEMENT LLC | 0.01% | 1.81% | 40,114 | 40,114 | 100.00% | 7,797,359 | Jun 30, 2024 |
0.01% | 0.22% | 39,872 | 39,872 | 100.00% | 7,750,240 | Jun 30, 2024 | |
GENERATE INVESTMENT MANAGEMENT LTD | 0.01% | 0.42% | 37,155 | 37,155 | 100.00% | 7,222,189 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.15% | 36,006 | 36,006 | 100.00% | 6,998,846 | Jun 30, 2024 |
IBEX WEALTH ADVISORS | 0.00% | 0.65% | 21,397 | 21,397 | 100.00% | 4,159,155 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.00% | 0.02% | 20,211 | 20,211 | 100.00% | 3,928,614 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.03% | 16,178 | 16,178 | 100.00% | 3,144,680 | Jun 30, 2024 |
JB CAPITAL LLC | 0.00% | 0.19% | 15,981 | 15,981 | 100.00% | 3,106,299 | Jun 30, 2024 |
PROSPERITAS FINANCIAL LLC | 0.00% | 0.89% | 13,349 | 13,349 | 100.00% | 2,594,779 | Jun 30, 2024 |
SOCORRO ASSET MANAGEMENT LP | 0.00% | 0.98% | 13,000 | 13,000 | 100.00% | 2,526,940 | Jun 30, 2024 |
0.00% | 0.64% | 12,435 | 12,435 | 100.00% | 2,417,180 | Jun 30, 2024 | |
180 WEALTH ADVISORS, LLC | 0.00% | 0.38% | 11,226 | 11,226 | 100.00% | 2,326,059 | Jun 30, 2024 |
WEALTHSHIELD PARTNERS, LLC | 0.00% | 0.32% | 10,794 | 10,794 | 100.00% | 2,115,549 | Jun 30, 2024 |
ONE CAPITAL MANAGEMENT, LLC | 0.00% | 0.06% | 9,068 | 9,068 | 100.00% | 1,762,637 | Jun 30, 2024 |
QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.18% | 8,327 | 8,327 | 100.00% | 1,618,000 | Jun 30, 2024 |
STABLEFORD CAPITAL II LLC | 0.00% | 0.61% | 7,238 | 7,238 | 100.00% | 1,542,563 | Jun 30, 2024 |
ARGENT ADVISORS, INC. | 0.00% | 0.51% | 6,564 | 6,564 | 100.00% | 1,275,910 | Jun 30, 2024 |
HARDY REED LLC | 0.00% | 0.12% | 6,322 | 6,322 | 100.00% | 1,228,871 | Jun 30, 2024 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 0.00% | 0.48% | 6,257 | 6,257 | 100.00% | 1,216,236 | Jun 30, 2024 |
APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.05% | 5,626 | 5,626 | 100.00% | 1,093,582 | Jun 30, 2024 |
FULLCIRCLE WEALTH LLC | 0.00% | 0.51% | 4,992 | 4,992 | 100.00% | 1,045,275 | Jun 30, 2024 |
TORNO CAPITAL, LLC | 0.00% | 0.04% | 4,500 | 4,500 | 100.00% | 874,710 | Jun 30, 2024 |
SMITH, MOORE & CO. | 0.00% | 0.09% | 4,322 | 4,322 | 100.00% | 840,177 | Jun 30, 2024 |
LRT CAPITAL MANAGEMENT, LLC | 0.00% | 0.79% | 4,316 | 4,316 | 100.00% | 838,944 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.00% | 0.01% | 4,062 | 4,062 | 100.00% | 789,572 | Jun 30, 2024 |
0.00% | 0.11% | 4,031 | 4,031 | 100.00% | 911,755 | Jun 30, 2024 | |
PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 3,400 | 3,400 | 100.00% | 660,892 | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | 0.00% | 0.00% | 3,067 | 3,067 | 100.00% | 596,163 | Jun 30, 2024 |
WALLACE ADVISORY GROUP, LLC | 0.00% | 0.40% | 2,831 | 2,831 | 100.00% | 550,290 | Jun 30, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | 0.00% | 0.01% | 2,729 | 2,729 | 100.00% | 530,463 | Jun 30, 2024 |
ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.49% | 2,556 | 2,556 | 100.00% | 496,836 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.16% | 2,358 | 2,358 | 100.00% | 458,261 | Jun 30, 2024 |
1776 WEALTH LLC | 0.00% | 0.21% | 2,353 | 2,353 | 100.00% | 457,423 | Jun 30, 2024 |
ALETHEA CAPITAL MANAGEMENT, LLC | 0.00% | 0.33% | 2,218 | 2,218 | 100.00% | 431,135 | Jun 30, 2024 |
SIENNA GESTION | 0.00% | 0.04% | 2,182 | 2,182 | 100.00% | 423,939 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.09% | 2,118 | 2,118 | 100.00% | 411,697 | Jun 30, 2024 |
ORG PARTNERS LLC | 0.00% | 0.05% | 1,978 | 1,978 | 100.00% | 384,347,000 | Jun 30, 2024 |
GEMMER ASSET MANAGEMENT LLC | 0.00% | 0.04% | 1,856 | 1,856 | 100.00% | 360,769 | Jun 30, 2024 |
CLEARALPHA TECHNOLOGIES LP | 0.00% | 0.12% | 1,822 | 1,822 | 100.00% | 354,160 | Jun 30, 2024 |
HARBERT FUND ADVISORS, INC. | 0.00% | 0.24% | 1,750 | 1,750 | 100.00% | 340,165 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.00% | 0.06% | 1,704 | 1,704 | 100.00% | 331,224 | Jun 30, 2024 |
CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.12% | 1,639 | 1,639 | 100.00% | 318,611 | Jun 30, 2024 |
RENASANT BANK | 0.00% | 0.21% | 1,566 | 1,566 | 100.00% | 304,399 | Jun 30, 2024 |
ANGELES WEALTH MANAGEMENT, LLC | 0.00% | 0.03% | 1,538 | 1,538 | 100.00% | 298,956 | Jun 30, 2024 |
ALLIANCE WEALTH ADVISORS, LLC | 0.00% | 0.17% | 1,414 | 1,414 | 100.00% | 274,853 | Jun 30, 2024 |
TRUE NORTH ADVISORS, LLC | 0.00% | 0.07% | 1,382 | 1,382 | 100.00% | 268,637 | Jun 30, 2024 |
PROSPERITY WEALTH MANAGEMENT, INC. | 0.00% | 0.13% | 1,353 | 1,353 | 100.00% | 262,996 | Jun 30, 2024 |
PARCION PRIVATE WEALTH LLC | 0.00% | 0.02% | 1,352 | 1,352 | 100.00% | 262,802 | Jun 30, 2024 |
LOCKERMAN FINANCIAL GROUP, INC. | 0.00% | 0.47% | 1,325 | 1,325 | 100.00% | 257,554 | Jun 30, 2024 |
VICUS CAPITAL | 0.00% | 0.02% | 1,320 | 1,320 | 100.00% | 256,519 | Jun 30, 2024 |
0.00% | 0.15% | 1,267 | 1,267 | 100.00% | 248,332 | Jun 30, 2024 | |
BRIDGE CREEK CAPITAL MANAGEMENT LLC | 0.00% | 0.08% | 1,223 | 1,223 | 100.00% | 237,729 | Jun 30, 2024 |
SAVVY ADVISORS, INC. | 0.00% | 0.08% | 1,212 | 1,212 | 100.00% | 235,596 | Jun 30, 2024 |
CARSON ADVISORY INC. | 0.00% | 0.16% | 1,209 | 1,209 | 100.00% | 235,005 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.00% | 0.00% | 1,170 | 1,170 | 100.00% | 213,662 | Jun 30, 2024 |
HIBERNIA WEALTH PARTNERS, LLC | 0.00% | 0.08% | 1,159 | 1,159 | 100.00% | 225,287 | Jun 30, 2024 |
LASALLE ST. INVESTMENT ADVISORS, LLC | 0.00% | 0.11% | 1,153 | 1,153 | 100.00% | 224,000 | Jun 30, 2024 |
CALLAN CAPITAL, LLC | 0.00% | 0.02% | 1,138 | 1,138 | 100.00% | 221,204 | Jun 30, 2024 |
CEDRUS LLC | 0.00% | 0.11% | 1,117 | 1,117 | 100.00% | 217,122 | Jun 30, 2024 |
SUNBURST FINANCIAL GROUP, LLC | 0.00% | 0.06% | 1,059 | 1,059 | 100.00% | 205,782 | Jun 30, 2024 |
GLOBAL X JAPAN CO., LTD. | 0.00% | 0.02% | 843 | 843 | 100.00% | 163,862 | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.02% | 740 | 740 | 100.00% | 143,841 | Jun 30, 2024 |
TORNO CAPITAL, LLC | 0.00% | 0.00% | 500 | 500 | 100.00% | 97,190 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.03% | 492 | 492 | 100.00% | 95,635 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.06% | 419 | 419 | 100.00% | 81,944 | Jun 30, 2024 |
CAMELOT PORTFOLIOS, LLC | 0.00% | 0.03% | 300 | 300 | 100.00% | 58,314 | Jun 30, 2024 |
SWAN CAPITAL LLC | 0.00% | 0.03% | 286 | 286 | 100.00% | 55,593 | Jun 30, 2024 |
KINGS PATH PARTNERS LLC | 0.00% | 0.02% | 259 | 259 | 100.00% | 50,344 | Jun 30, 2024 |
MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 237 | 237 | 100.00% | 46,068 | Jun 30, 2024 |
ACCORDANT ADVISORY GROUP INC | - | 0.04% | 200 | 200 | 100.00% | 38,876 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.01% | 179 | 179 | 100.00% | 34,798 | Jun 30, 2024 |
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | - | 0.04% | 157 | 157 | 100.00% | 30,518 | Jun 30, 2024 |
HOBBS GROUP ADVISORS, LLC | - | 0.01% | 147 | 147 | 100.00% | 28,574 | Jun 30, 2024 |
CULTIVAR CAPITAL, INC. | - | 0.02% | 131 | 131 | 100.00% | 25,464 | Jun 30, 2024 |
- | 0.02% | 128 | 128 | 100.00% | 26,899 | Jun 30, 2024 | |
- | 0.01% | 90 | 90 | 100.00% | 17,494 | Jun 30, 2024 | |
MFA WEALTH ADVISORS, LLC | - | 0.00% | 83 | 83 | 100.00% | 16,134 | Jun 30, 2024 |
LGT FINANCIAL ADVISORS LLC | - | 0.03% | 79 | 79 | 100.00% | 15,356 | Jun 30, 2024 |
HBC FINANCIAL SERVICES, PLLC | - | 0.01% | 75 | 75 | 100.00% | 16,000 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RESOLUTION CAPITAL LTD | - | - | - | -733,847 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -531,839 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -133,549 | -100.00% | - | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | - | - | - | -131,200 | -100.00% | - | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -126,451 | -100.00% | - | Jun 30, 2024 |
FIRST LONG ISLAND INVESTORS, LLC | - | - | - | -74,553 | -100.00% | - | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | - | - | - | -66,680 | -100.00% | - | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -60,009 | -100.00% | - | Jun 30, 2024 |
RHEOS CAPITAL WORKS INC. | - | - | - | -57,600 | -100.00% | - | Jun 30, 2024 |
WARATAH CAPITAL ADVISORS LTD. | - | - | - | -50,090 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | - | - | - | -45,000 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -42,366 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -41,405 | -100.00% | - | Jun 30, 2024 |
DOUBLELINE ETF ADVISER LP | - | - | - | -35,232 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | - | - | - | -29,700 | -100.00% | - | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | - | - | - | -24,801 | -100.00% | - | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | - | - | - | -23,454 | -100.00% | - | Jun 30, 2024 |
AMERICAN MONEY MANAGEMENT, LLC | - | - | - | -23,018 | -100.00% | - | Jun 30, 2024 |
NOMURA HOLDINGS INC | - | - | - | -22,600 | -100.00% | - | Jun 30, 2024 |
PARALEL ADVISORS LLC | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -18,801 | -100.00% | - | Jun 30, 2024 |
HSBC HOLDINGS PLC | - | - | - | -17,900 | -100.00% | - | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | - | - | - | -17,900 | -100.00% | - | Jun 30, 2024 |
CONDOR CAPITAL MANAGEMENT | - | - | - | -16,975 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -16,078 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -14,514 | -100.00% | - | Jun 30, 2024 |
SLAGLE FINANCIAL, LLC | - | - | - | -14,502 | -100.00% | - | Jun 30, 2024 |
KEEBECK WEALTH MANAGEMENT, LLC | - | - | - | -13,954 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -12,685 | -100.00% | - | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
RODGERS BROTHERS INC. | - | - | - | -11,627 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -10,976 | -100.00% | - | Jun 30, 2024 |
SOWELL FINANCIAL SERVICES LLC | - | - | - | -10,465 | -100.00% | - | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -10,417 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -8,748 | -100.00% | - | Jun 30, 2024 |
ALTMAN ADVISORS, INC. | - | - | - | -7,505 | -100.00% | - | Jun 30, 2024 |
WINTON GROUP LTD | - | - | - | -6,980 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -6,299 | -100.00% | - | Jun 30, 2024 |
ANFIELD CAPITAL MANAGEMENT, LLC | - | - | - | -6,016 | -100.00% | - | Jun 30, 2024 |
HERITAGE WEALTH MANAGEMENT, LLC | - | - | - | -5,764 | -100.00% | - | Jun 30, 2024 |
ADVISOR OS, LLC | - | - | - | -5,484 | -100.00% | - | Jun 30, 2024 |
LEGACY BRIDGE, LLC | - | - | - | -5,442 | -100.00% | - | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | - | - | - | -5,310 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -5,254 | -100.00% | - | Jun 30, 2024 |
GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -4,853 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -4,793 | -100.00% | - | Jun 30, 2024 |
ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -4,648 | -100.00% | - | Jun 30, 2024 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | - | - | - | -4,302 | -100.00% | - | Jun 30, 2024 |
SONNIPE LTD | - | - | - | -4,131 | -100.00% | - | Jun 30, 2024 |
MEYER HANDELMAN CO | - | - | - | -4,053 | -100.00% | - | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | - | - | - | -3,904 | -100.00% | - | Jun 30, 2024 |
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -3,892 | -100.00% | - | Jun 30, 2024 |
BANK OF NOVA SCOTIA TRUST CO | - | - | - | -3,561 | -100.00% | - | Jun 30, 2024 |
WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -3,317 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -3,201 | -100.00% | - | Jun 30, 2024 |
EIGHT 31 FINANCIAL LLC | - | - | - | -2,723 | -100.00% | - | Jun 30, 2024 |
FORA CAPITAL, LLC | - | - | - | -2,351 | -100.00% | - | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | - | - | - | -2,321 | -100.00% | - | Jun 30, 2024 |
LEO WEALTH, LLC | - | - | - | -2,294 | -100.00% | - | Jun 30, 2024 |
DRW SECURITIES, LLC | - | - | - | -2,183 | -100.00% | - | Jun 30, 2024 |
TUFTON CAPITAL MANAGEMENT | - | - | - | -2,135 | -100.00% | - | Jun 30, 2024 |
COOKSON PEIRCE & CO INC | - | - | - | -2,032 | -100.00% | - | Jun 30, 2024 |
FORTRESS WEALTH GROUP, LLC | - | - | - | -2,015 | -100.00% | - | Jun 30, 2024 |
TEAMWORK FINANCIAL ADVISORS, LLC | - | - | - | -1,984 | -100.00% | - | Jun 30, 2024 |
ISRAEL DISCOUNT BANK OF NEW YORK | - | - | - | -1,763 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -1,721 | -100.00% | - | Jun 30, 2024 |
LA FINANCIERE DE L'ECHIQUIER | - | - | - | -1,666 | -100.00% | - | Jun 30, 2024 |
FDX ADVISORS, INC. | - | - | - | -1,637 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -1,602 | -100.00% | - | Jun 30, 2024 |
WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -1,594 | -100.00% | - | Jun 30, 2024 |
NWAM LLC | - | - | - | -1,577 | -100.00% | - | Jun 30, 2024 |
SYSTEMATIC PORTFOLIOS LLC | - | - | - | -1,568 | -100.00% | - | Jun 30, 2024 |
INVERA WEALTH ADVISORS, LLC | - | - | - | -1,562 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -1,532 | -100.00% | - | Jun 30, 2024 |
WAVERTON INVESTMENT MANAGEMENT LTD | - | - | - | -1,522 | -100.00% | - | Jun 30, 2024 |
GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -1,503 | -100.00% | - | Jun 30, 2024 |
WESPAC ADVISORS, LLC | - | - | - | -1,496 | -100.00% | - | Jun 30, 2024 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | - | - | - | -1,415 | -100.00% | - | Jun 30, 2024 |
OAK HILL WEALTH ADVISORS, LLC | - | - | - | -1,399 | -100.00% | - | Jun 30, 2024 |
VIRTUE CAPITAL MANAGEMENT, LLC | - | - | - | -1,392 | -100.00% | - | Jun 30, 2024 |
WASHINGTON TRUST BANK | - | - | - | -1,339 | -100.00% | - | Jun 30, 2024 |
STRAIT & SOUND WEALTH MANAGEMENT LLC | - | - | - | -1,324 | -100.00% | - | Jun 30, 2024 |
CONGRESS ASSET MANAGEMENT CO /MA | - | - | - | -1,318 | -100.00% | - | Jun 30, 2024 |
TRUEWEALTH ADVISORS, LLC | - | - | - | -1,313 | -100.00% | - | Jun 30, 2024 |
ZWJ INVESTMENT COUNSEL INC | - | - | - | -1,269 | -100.00% | - | Jun 30, 2024 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | - | - | - | -1,267 | -100.00% | - | Jun 30, 2024 |
COTTAGE STREET ADVISORS LLC | - | - | - | -1,244 | -100.00% | - | Jun 30, 2024 |
FAMILY MANAGEMENT CORP | - | - | - | -1,235 | -100.00% | - | Jun 30, 2024 |
WEALTH ARCHITECTS, LLC | - | - | - | -1,224 | -100.00% | - | Jun 30, 2024 |
FOSTER & MOTLEY INC | - | - | - | -1,215 | -100.00% | - | Jun 30, 2024 |
UMPQUA BANK | - | - | - | -1,201 | -100.00% | - | Jun 30, 2024 |
RESONANT CAPITAL ADVISORS, LLC | - | - | - | -1,193 | -100.00% | - | Jun 30, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -1,188 | -100.00% | - | Jun 30, 2024 |
ANNEX ADVISORY SERVICES, LLC | - | - | - | -1,182 | -100.00% | - | Jun 30, 2024 |
RICHARD C. YOUNG & CO., LTD. | - | - | - | -1,135 | -100.00% | - | Jun 30, 2024 |
PGGM INVESTMENTS | - | - | - | -1,115 | -100.00% | - | Jun 30, 2024 |
BRAUN-BOSTICH & ASSOCIATES INC. | - | - | - | -1,099 | -100.00% | - | Jun 30, 2024 |
PLANCORP, LLC | - | - | - | -1,069 | -100.00% | - | Jun 30, 2024 |
American Tower Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Manager Directed Portfolios | 4.88% | 799,000 | - | - | Jan 31, 2024 |
Manager Directed Portfolios | 2.60% | 426,000 | - | - | Jan 31, 2024 |
FRANKLIN REAL ESTATE SECURITIES TRUST | 2.17% | 131,908 | 4,555 | 3.58% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.11% | 1,100,000 | - | - | Mar 31, 2024 |
COHEN & STEERS REALTY SHARES INC | 1.88% | 2,463,343 | 11,847 | 0.48% | Dec 31, 2023 |
COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 1.75% | 3,229,934 | 450,884 | 16.22% | Dec 31, 2023 |
T. Rowe Price Real Estate Fund, Inc. | 1.59% | 337,281 | 400 | 0.12% | Mar 31, 2024 |
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 1.41% | 2,816,348 | 98,820 | 3.64% | Dec 31, 2023 |
LKCM Funds | 1.22% | 4,665,000 | - | - | Mar 31, 2024 |
GABELLI GROWTH FUND | 1.18% | 67,200 | - | - | Dec 29, 2023 |
MFS INTERMEDIATE INCOME TRUST | 1.12% | 4,000,000 | - | - | Jan 31, 2024 |
Cohen & Steers Real Assets Fund, Inc. | 1.11% | 3,740,000 | 737,000 | 24.54% | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 1.07% | 560,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.05% | 550,000 | - | - | Mar 31, 2024 |
Stock Portfolio | 1.04% | 63,700 | - | - | Mar 31, 2024 |
DNP SELECT INCOME FUND INC | 1.02% | 8,000,000 | 8,000,000 | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.01% | 525,000 | - | - | Mar 31, 2024 |
WILLIAMSBURG INVESTMENT TRUST | 0.99% | 2,990,000 | - | - | Mar 31, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.96% | 425,000 | - | - | Dec 31, 2023 |
LKCM Funds | 0.92% | 3,500,000 | - | - | Mar 31, 2024 |
MASSACHUSETTS INVESTORS TRUST | 0.92% | 555,814 | 113,501 | 25.66% | Mar 31, 2024 |
AMG Funds II | 0.86% | 385,000 | 385,000 | - | Mar 28, 2024 |
New Age Alpha Trust | 0.75% | 2,615 | 2,615 | - | May 31, 2022 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.71% | 1,305,000 | - | - | Mar 31, 2024 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.71% | 81,278 | - | - | Jan 31, 2024 |
PARNASSUS INCOME FUNDS | 0.69% | 4,000,000 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.69% | 56,976 | - | - | Jan 31, 2024 |
LKCM Funds | 0.66% | 2,500,000 | - | - | Mar 31, 2024 |
DNP SELECT INCOME FUND INC | 0.64% | 5,000,000 | 5,000,000 | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.62% | 323,819 | - | - | Mar 31, 2024 |
Columbia Funds Variable Series Trust II | 0.56% | 18,060,000 | - | - | Mar 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.52% | 1,053 | - | - | Jan 31, 2021 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.48% | 392,000 | - | - | Mar 31, 2024 |
BNY Mellon Absolute Insight Funds, Inc. | 0.45% | 7,000,000 | - | - | Apr 30, 2022 |
Emles Trust | 0.45% | 50,000 | - | - | Sep 30, 2022 |
MASSACHUSETTS INVESTORS GROWTH STOCK FUND | 0.45% | 1,064,560 | -26,289 | -2.41% | Feb 29, 2024 |
Emles Trust | 0.44% | 49,000 | - | - | Sep 30, 2022 |
NUVEEN INVESTMENT TRUST II | 0.44% | 741,571 | -9,063 | -1.21% | Jan 31, 2024 |
Transparent Value Trust | 0.43% | 6,891 | -3,251 | -32.05% | Dec 31, 2023 |
VANGUARD SPECIALIZED FUNDS | 0.42% | 23,132,527 | -255,763 | -1.09% | Jan 31, 2024 |
MFS SERIES TRUST II | 0.42% | 1,324,664 | - | - | Feb 29, 2024 |
Nuveen Real Asset Income & Growth Fund | 0.41% | 1,075,000 | 50,000 | 4.88% | Mar 31, 2024 |
Nuveen Real Asset Income & Growth Fund | 0.41% | 1,075,000 | 50,000 | 4.88% | Mar 31, 2024 |
ELFUN TRUSTS | 0.41% | 446,629 | 82,300 | 22.59% | Mar 31, 2024 |
Elevation Series Trust | 0.41% | 20,030 | 20,030 | - | Jan 31, 2024 |
PARNASSUS INCOME FUNDS | 0.39% | 2,250,000 | - | - | Mar 31, 2024 |
PARNASSUS INCOME FUNDS | 0.39% | 2,250,000 | - | - | Mar 31, 2024 |
Cohen & Steers Real Estate Opportunities & Income Fund | 0.37% | 850,000 | - | - | Dec 31, 2023 |
Brookfield Real Assets Income Fund Inc. | 0.36% | 4,334,000 | - | - | Mar 31, 2024 |
Value Line Core Bond Fund | 0.36% | 150,000 | - | - | Mar 31, 2024 |
COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.35% | 3,225,000 | - | - | Dec 31, 2023 |
PARNASSUS INCOME FUNDS | 0.35% | 2,000,000 | - | - | Mar 31, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.34% | 149,224 | - | - | Dec 31, 2023 |
Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.31% | 5,000,000 | - | - | Jan 31, 2024 |
Federated Hermes Equity Income Fund, Inc. | 0.31% | 45,424 | - | - | Feb 29, 2024 |
Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.30% | 4,850,000 | -1,500,000 | -23.62% | Jan 31, 2024 |
REAVES UTILITY INCOME FUND | 0.30% | 267,072 | - | - | Jan 31, 2024 |
VALUE LINE ASSET ALLOCATION FUND INC | 0.30% | 1,200,000 | - | - | Mar 31, 2024 |
PIONEER SERIES TRUST XII | 0.30% | 218,724 | 9,646 | 4.61% | Feb 29, 2024 |
PARNASSUS INCOME FUNDS | 0.30% | 1,733,780 | - | - | Mar 31, 2024 |
BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.30% | 3,770,000 | - | - | Mar 31, 2024 |
ActiveShares ETF Trust | 0.30% | 256 | - | - | Mar 31, 2024 |
LoCorr Investment Trust | 0.29% | 7,570,000 | - | - | Mar 31, 2024 |
PIONEER SERIES TRUST XI | 0.29% | 146,273 | - | - | Mar 28, 2024 |
COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.27% | 207,676 | -5,719 | -2.68% | Dec 31, 2023 |
VALUE LINE CAPITAL APPRECIATION FUND INC | 0.27% | 500,000 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.25% | 200,000 | - | - | Mar 31, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.25% | 26,702 | - | - | Mar 31, 2024 |
BLACKROCK CORE BOND TRUST | 0.24% | 1,700,000 | - | - | Mar 31, 2024 |
T. Rowe Price Communications & Technology Fund, Inc. | 0.24% | 206,600 | -211,900 | -50.63% | Mar 31, 2024 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.24% | 119,666 | - | - | Mar 31, 2021 |
FIDELITY SECURITIES FUND | 0.24% | 22,000,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INVESTORS TRUST | 0.23% | 690,000 | - | - | Jan 31, 2024 |
FIDELITY MAGELLAN FUND | 0.23% | 1,786,730 | - | - | Mar 31, 2024 |
Clough Global Equity Fund | 0.22% | 13,760 | - | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.22% | 50,642 | - | - | Jan 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 0.22% | 27,203 | - | - | Mar 31, 2024 |
Cohen & Steers Real Estate Opportunities & Income Fund | 0.22% | 500,000 | - | - | Dec 31, 2023 |
Manager Directed Portfolios | 0.21% | 35,000 | - | - | Jan 31, 2024 |
BNY MELLON VARIABLE INVESTMENT FUND | 0.21% | 50,000 | - | - | Mar 31, 2024 |
Wall Street EWM Funds Trust | 0.21% | 41,895 | 770 | 1.87% | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.20% | 19,000,000 | - | - | Jan 31, 2024 |
Franklin Custodian Funds | 0.20% | 105,000,000 | - | - | Mar 31, 2024 |
PUTNAM SUSTAINABLE LEADERS FUND | 0.20% | 275,063 | - | - | Dec 31, 2023 |
T. Rowe Price Global Allocation Fund, Inc. | 0.20% | 355,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.20% | 671,000 | - | - | Jan 31, 2024 |
BNY Mellon Absolute Insight Funds, Inc. | 0.20% | 3,015,000 | - | - | Apr 30, 2022 |
Segall Bryant & Hamill Trust | 0.19% | 3,575,000 | - | - | Mar 31, 2024 |
PIONEER EQUITY INCOME FUND | 0.19% | 42,677 | 42,677 | - | Jan 31, 2024 |
Federated Hermes ETF Trust | 0.19% | 150,000 | 150,000 | - | Jan 31, 2024 |
PUTNAM FUNDS TRUST | 0.19% | 40,907,000 | - | - | Jan 31, 2024 |
Duff & Phelps Utility & Infrastructure Fund Inc. | 0.19% | 32,500 | - | - | Jan 31, 2024 |
BNY Mellon Investment Funds VI | 0.18% | 240,000 | 240,000 | - | Feb 29, 2024 |
FIRST TRUST HIGH INCOME LONG/SHORT FUND | 0.18% | 990,000 | 990,000 | - | Jan 31, 2024 |
BRIDGES INVESTMENT FUND INC | 0.18% | 5,500 | - | - | Dec 31, 2022 |
T. Rowe Price Balanced Fund, Inc. | 0.18% | 2,975,000 | - | - | Mar 31, 2024 |
FIDELITY TREND FUND | 0.17% | 107,584 | - | - | Mar 31, 2024 |
T. Rowe Price QM U.S. Bond Index Fund, Inc. | 0.17% | 2,500,000 | - | - | Jan 31, 2024 |
Total Fund Solution | 0.17% | 63,596 | -842 | -1.31% | Mar 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.17% | 1,450,000 | - | - | Mar 31, 2024 |
American Tower Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,719 | -3.97% |
31 Mar, 24 | 1,790 | -1.38% |
31 Dec, 23 | 1,815 | 9.21% |
30 Sep, 23 | 1,662 | -3.09% |
30 Jun, 23 | 1,715 | -0.41% |
31 Mar, 23 | 1,722 | -0.86% |
31 Dec, 22 | 1,737 | 1.11% |
30 Sep, 22 | 1,718 | -3.48% |
30 Jun, 22 | 1,780 | 0.74% |
31 Mar, 22 | 1,767 | -4.02% |
31 Dec, 21 | 1,841 | 6.60% |
30 Sep, 21 | 1,727 | 2.07% |
30 Jun, 21 | 1,692 | 2.55% |
31 Mar, 21 | 1,650 | 1.73% |
31 Dec, 20 | 1,622 | 4.17% |
30 Sep, 20 | 1,557 | 1.17% |
30 Jun, 20 | 1,539 | 4.84% |
31 Mar, 20 | 1,468 | 3.38% |
31 Dec, 19 | 1,420 | 4.80% |
30 Sep, 19 | 1,355 | 2.42% |
30 Jun, 19 | 1,323 | 3.20% |
31 Mar, 19 | 1,282 | 4.91% |
31 Dec, 18 | 1,222 | 8.72% |
30 Sep, 18 | 1,124 | 0.63% |
30 Jun, 18 | 1,117 | -1.06% |
31 Mar, 18 | 1,129 | 1.90% |
31 Dec, 17 | 1,108 | 10.58% |
30 Sep, 17 | 1,002 | 6.03% |
30 Jun, 17 | 945 | 1.07% |
31 Mar, 17 | 935 | 3.20% |
31 Dec, 16 | 906 | 7.22% |
30 Sep, 16 | 845 | -0.71% |
30 Jun, 16 | 851 | 9.24% |
31 Mar, 16 | 779 | -0.13% |
31 Dec, 15 | 780 | 4.42% |
30 Sep, 15 | 747 | - |
30 Jun, 15 | 747 | -2.73% |
31 Mar, 15 | 768 | -2.17% |
31 Dec, 14 | 785 | 9.79% |
30 Sep, 14 | 715 | 4.23% |
30 Jun, 14 | 686 | 1.63% |
31 Mar, 14 | 675 | 1.96% |
31 Dec, 13 | 662 | 5.08% |
30 Sep, 13 | 630 | -2.78% |
30 Jun, 13 | 648 | 140.89% |
31 Mar, 13 | 269 | -0.37% |
31 Dec, 12 | 270 | 12.97% |
30 Sep, 12 | 239 | 4.82% |
30 Jun, 12 | 228 | -0.44% |
31 Mar, 12 | 229 | 748.15% |
31 Dec, 11 | 27 | 1250.00% |
30 Sep, 11 | 2 | - |
30 Jun, 10 | 1 | - |
31 Dec, 09 | 1 | - |
30 Sep, 09 | 1 | - |
30 Jun, 09 | 1 | - |
30 Sep, 06 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 428,597,055 | 0.80% |
31 Mar, 24 | 425,177,731 | -1.71% |
31 Dec, 23 | 432,573,265 | 3.43% |
30 Sep, 23 | 418,220,576 | -0.71% |
30 Jun, 23 | 421,218,522 | -7.97% |
31 Mar, 23 | 457,721,243 | 7.98% |
31 Dec, 22 | 423,876,549 | 0.39% |
30 Sep, 22 | 422,223,574 | -0.71% |
30 Jun, 22 | 425,255,130 | 1.52% |
31 Mar, 22 | 418,877,779 | 0.76% |
31 Dec, 21 | 415,702,374 | 0.98% |
30 Sep, 21 | 411,660,100 | -0.11% |
30 Jun, 21 | 412,115,372 | 3.04% |
31 Mar, 21 | 399,943,252 | -0.62% |
31 Dec, 20 | 402,442,834 | -0.19% |
30 Sep, 20 | 403,205,039 | -0.85% |
30 Jun, 20 | 406,663,301 | -0.18% |
31 Mar, 20 | 407,377,256 | -0.24% |
31 Dec, 19 | 408,338,538 | -0.09% |
30 Sep, 19 | 408,693,280 | -0.87% |
30 Jun, 19 | 412,261,684 | -1.85% |
31 Mar, 19 | 420,049,941 | 0.57% |
31 Dec, 18 | 417,672,302 | 0.88% |
30 Sep, 18 | 414,038,883 | -0.12% |
30 Jun, 18 | 414,544,597 | 0.95% |
31 Mar, 18 | 410,641,182 | 3.46% |
31 Dec, 17 | 396,909,548 | 0.06% |
30 Sep, 17 | 396,677,291 | -0.39% |
30 Jun, 17 | 398,220,108 | -0.02% |
31 Mar, 17 | 398,304,197 | 0.41% |
31 Dec, 16 | 396,696,080 | -1.07% |
30 Sep, 16 | 400,980,763 | -0.39% |
30 Jun, 16 | 402,552,694 | -2.31% |
31 Mar, 16 | 412,075,153 | 2.64% |
31 Dec, 15 | 401,480,329 | -0.61% |
30 Sep, 15 | 403,929,636 | 1.11% |
30 Jun, 15 | 399,486,949 | 0.57% |
31 Mar, 15 | 397,205,247 | 7.01% |
31 Dec, 14 | 371,196,570 | 1.30% |
30 Sep, 14 | 366,439,923 | -0.38% |
30 Jun, 14 | 367,828,275 | -1.11% |
31 Mar, 14 | 371,948,145 | 0.59% |
31 Dec, 13 | 369,759,877 | 0.50% |
30 Sep, 13 | 367,903,617 | 6.75% |
30 Jun, 13 | 344,625,002 | 124.98% |
31 Mar, 13 | 153,178,629 | -5.83% |
31 Dec, 12 | 162,654,409 | 2.75% |
30 Sep, 12 | 158,299,662 | -9.84% |
30 Jun, 12 | 175,583,572 | 22.83% |
31 Mar, 12 | 142,949,398 | 1206.94% |
31 Dec, 11 | 10,937,708 | 1208.15% |
30 Sep, 11 | 836,118 | - |
30 Jun, 10 | 36 | - |
31 Dec, 09 | 29,464 | - |
30 Sep, 09 | 29,464 | - |
30 Jun, 09 | 29,464 | - |
30 Sep, 06 | 153,821 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 91.87% | 1.11% |
31 Mar, 24 | 91.14% | 1.06% |
31 Dec, 23 | 92.81% | 1.15% |
30 Sep, 23 | 89.71% | 1.10% |
30 Jun, 23 | 90.37% | 0.94% |
31 Mar, 23 | 98.28% | 1.19% |
31 Dec, 22 | 91.04% | 1.11% |
30 Sep, 22 | 90.68% | 1.06% |
30 Jun, 22 | 92.69% | 1.10% |
31 Mar, 22 | 91.87% | 1.10% |
31 Dec, 21 | 91.26% | 1.12% |
30 Sep, 21 | 90.43% | 1.08% |
30 Jun, 21 | 91.46% | 1.13% |
31 Mar, 21 | 89.98% | 1.10% |
31 Dec, 20 | 90.58% | 1.10% |
30 Sep, 20 | 90.86% | 1.08% |
30 Jun, 20 | 91.71% | 1.08% |
31 Mar, 20 | 91.95% | 1.08% |
31 Dec, 19 | 92.19% | 1.08% |
30 Sep, 19 | 92.31% | 1.06% |
30 Jun, 19 | 93.23% | 1.03% |
31 Mar, 19 | 95.17% | 1.06% |
31 Dec, 18 | 94.75% | 1.07% |
30 Sep, 18 | 93.91% | 1.07% |
30 Jun, 18 | 93.90% | 1.05% |
31 Mar, 18 | 94.37% | 1.10% |
31 Dec, 17 | 92.70% | 1.09% |
30 Sep, 17 | 92.41% | 1.06% |
30 Jun, 17 | 93.19% | 1.07% |
31 Mar, 17 | 93.22% | 1.08% |
31 Dec, 16 | 93.11% | 1.05% |
30 Sep, 16 | 94.23% | 1.05% |
30 Jun, 16 | 94.74% | 1.00% |
31 Mar, 16 | 97.17% | 1.06% |
31 Dec, 15 | 95.84% | 1.05% |
30 Sep, 15 | 95.41% | 1.07% |
30 Jun, 15 | 94.41% | 0.98% |
31 Mar, 15 | 98.05% | 1.12% |
31 Dec, 14 | 93.75% | 1.10% |
30 Sep, 14 | 92.48% | 1.07% |
30 Jun, 14 | 92.92% | 1.05% |
31 Mar, 14 | 94.13% | 1.07% |
31 Dec, 13 | 93.67% | 1.08% |
30 Sep, 13 | 93.20% | 1.23% |
30 Jun, 13 | 87.15% | 5.80% |
31 Mar, 13 | 38.76% | 2.29% |
31 Dec, 12 | 41.16% | 2.57% |
30 Sep, 12 | 40.05% | 2.02% |
30 Jun, 12 | 44.48% | 3.38% |
31 Mar, 12 | 36.29% | 475.02% |
31 Dec, 11 | 2.76% | 6173.96% |
30 Sep, 11 | 0.21% | - |
30 Jun, 10 | - | - |
31 Dec, 09 | 0.01% | 13344.59% |
30 Sep, 09 | 0.01% | 13517.57% |
30 Jun, 09 | 0.01% | - |
30 Sep, 06 | 0.04% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 785 | -11.10% |
31 Mar, 24 | 883 | -1.34% |
31 Dec, 23 | 895 | 16.84% |
30 Sep, 23 | 766 | -5.32% |
30 Jun, 23 | 809 | -8.38% |
31 Mar, 23 | 883 | 5.24% |
31 Dec, 22 | 839 | 4.48% |
30 Sep, 22 | 803 | -7.27% |
30 Jun, 22 | 866 | 0.93% |
31 Mar, 22 | 858 | -17.66% |
31 Dec, 21 | 1,042 | 20.46% |
30 Sep, 21 | 865 | -1.70% |
30 Jun, 21 | 880 | -0.68% |
31 Mar, 21 | 886 | 3.38% |
31 Dec, 20 | 857 | 8.21% |
30 Sep, 20 | 792 | 0.13% |
30 Jun, 20 | 791 | 7.91% |
31 Mar, 20 | 733 | 1.66% |
31 Dec, 19 | 721 | 13.36% |
30 Sep, 19 | 636 | 13.37% |
30 Jun, 19 | 561 | -9.81% |
31 Mar, 19 | 622 | 8.93% |
31 Dec, 18 | 571 | 20.72% |
30 Sep, 18 | 473 | -7.25% |
30 Jun, 18 | 510 | -4.14% |
31 Mar, 18 | 532 | -5.00% |
31 Dec, 17 | 560 | 23.89% |
30 Sep, 17 | 452 | 0.89% |
30 Jun, 17 | 448 | 0.45% |
31 Mar, 17 | 446 | -0.89% |
31 Dec, 16 | 450 | 21.95% |
30 Sep, 16 | 369 | -3.66% |
30 Jun, 16 | 383 | 1.32% |
31 Mar, 16 | 378 | 3.28% |
31 Dec, 15 | 366 | 11.93% |
30 Sep, 15 | 327 | -6.84% |
30 Jun, 15 | 351 | -13.33% |
31 Mar, 15 | 405 | -0.49% |
31 Dec, 14 | 407 | 26.01% |
30 Sep, 14 | 323 | 6.95% |
30 Jun, 14 | 302 | -8.76% |
31 Mar, 14 | 331 | 14.53% |
31 Dec, 13 | 289 | 1.76% |
30 Sep, 13 | 284 | -41.32% |
30 Jun, 13 | 484 | 243.26% |
31 Mar, 13 | 141 | -5.37% |
31 Dec, 12 | 149 | 15.50% |
30 Sep, 12 | 129 | -3.01% |
30 Jun, 12 | 133 | -35.75% |
31 Mar, 12 | 207 | 696.15% |
31 Dec, 11 | 26 | 1200.00% |
30 Sep, 11 | 2 | - |
30 Jun, 10 | 1 | - |
31 Dec, 09 | - | - |
30 Sep, 09 | - | -100.00% |
30 Jun, 09 | 1 | - |
30 Sep, 06 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 691 | 6.14% |
31 Mar, 24 | 651 | -8.95% |
31 Dec, 23 | 715 | 10.68% |
30 Sep, 23 | 646 | 0.16% |
30 Jun, 23 | 645 | 9.88% |
31 Mar, 23 | 587 | -9.41% |
31 Dec, 22 | 648 | 6.06% |
30 Sep, 22 | 611 | -1.13% |
30 Jun, 22 | 618 | -1.75% |
31 Mar, 22 | 629 | 27.07% |
31 Dec, 21 | 495 | -6.25% |
30 Sep, 21 | 528 | 5.39% |
30 Jun, 21 | 501 | -4.39% |
31 Mar, 21 | 524 | -1.13% |
31 Dec, 20 | 530 | 1.92% |
30 Sep, 20 | 520 | 0.39% |
30 Jun, 20 | 518 | -2.26% |
31 Mar, 20 | 530 | 17.78% |
31 Dec, 19 | 450 | -5.06% |
30 Sep, 19 | 474 | -5.95% |
30 Jun, 19 | 504 | 13.26% |
31 Mar, 19 | 445 | 3.49% |
31 Dec, 18 | 430 | 2.63% |
30 Sep, 18 | 419 | 7.16% |
30 Jun, 18 | 391 | 3.17% |
31 Mar, 18 | 379 | 9.86% |
31 Dec, 17 | 345 | -5.48% |
30 Sep, 17 | 365 | 9.28% |
30 Jun, 17 | 334 | -1.76% |
31 Mar, 17 | 340 | 10.03% |
31 Dec, 16 | 309 | -2.83% |
30 Sep, 16 | 318 | 2.91% |
30 Jun, 16 | 309 | 19.77% |
31 Mar, 16 | 258 | -6.86% |
31 Dec, 15 | 277 | 2.97% |
30 Sep, 15 | 269 | 4.26% |
30 Jun, 15 | 258 | 8.40% |
31 Mar, 15 | 238 | -2.06% |
31 Dec, 14 | 243 | -7.25% |
30 Sep, 14 | 262 | -1.13% |
30 Jun, 14 | 265 | 19.91% |
31 Mar, 14 | 221 | -14.67% |
31 Dec, 13 | 259 | 6.58% |
30 Sep, 13 | 243 | 135.92% |
30 Jun, 13 | 103 | 14.44% |
31 Mar, 13 | 90 | -1.10% |
31 Dec, 12 | 91 | 16.67% |
30 Sep, 12 | 78 | 14.71% |
30 Jun, 12 | 68 | 466.67% |
31 Mar, 12 | 12 | 1100.00% |
31 Dec, 11 | 1 | - |
30 Sep, 11 | - | - |
30 Jun, 10 | - | - |
31 Dec, 09 | - | - |
30 Sep, 09 | - | - |
30 Jun, 09 | - | - |
30 Sep, 06 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,719 | -3.97% | 428,597,055 | 0.80% | 91.87% | 1.11% | 785 | -11.10% | 691 | 6.14% |
31 Mar, 24 | 1,790 | -1.38% | 425,177,731 | -1.71% | 91.14% | 1.06% | 883 | -1.34% | 651 | -8.95% |
31 Dec, 23 | 1,815 | 9.21% | 432,573,265 | 3.43% | 92.81% | 1.15% | 895 | 16.84% | 715 | 10.68% |
30 Sep, 23 | 1,662 | -3.09% | 418,220,576 | -0.71% | 89.71% | 1.10% | 766 | -5.32% | 646 | 0.16% |
30 Jun, 23 | 1,715 | -0.41% | 421,218,522 | -7.97% | 90.37% | 0.94% | 809 | -8.38% | 645 | 9.88% |
31 Mar, 23 | 1,722 | -0.86% | 457,721,243 | 7.98% | 98.28% | 1.19% | 883 | 5.24% | 587 | -9.41% |
31 Dec, 22 | 1,737 | 1.11% | 423,876,549 | 0.39% | 91.04% | 1.11% | 839 | 4.48% | 648 | 6.06% |
30 Sep, 22 | 1,718 | -3.48% | 422,223,574 | -0.71% | 90.68% | 1.06% | 803 | -7.27% | 611 | -1.13% |
30 Jun, 22 | 1,780 | 0.74% | 425,255,130 | 1.52% | 92.69% | 1.10% | 866 | 0.93% | 618 | -1.75% |
31 Mar, 22 | 1,767 | -4.02% | 418,877,779 | 0.76% | 91.87% | 1.10% | 858 | -17.66% | 629 | 27.07% |
31 Dec, 21 | 1,841 | 6.60% | 415,702,374 | 0.98% | 91.26% | 1.12% | 1,042 | 20.46% | 495 | -6.25% |
30 Sep, 21 | 1,727 | 2.07% | 411,660,100 | -0.11% | 90.43% | 1.08% | 865 | -1.70% | 528 | 5.39% |
30 Jun, 21 | 1,692 | 2.55% | 412,115,372 | 3.04% | 91.46% | 1.13% | 880 | -0.68% | 501 | -4.39% |
31 Mar, 21 | 1,650 | 1.73% | 399,943,252 | -0.62% | 89.98% | 1.10% | 886 | 3.38% | 524 | -1.13% |
31 Dec, 20 | 1,622 | 4.17% | 402,442,834 | -0.19% | 90.58% | 1.10% | 857 | 8.21% | 530 | 1.92% |
30 Sep, 20 | 1,557 | 1.17% | 403,205,039 | -0.85% | 90.86% | 1.08% | 792 | 0.13% | 520 | 0.39% |
30 Jun, 20 | 1,539 | 4.84% | 406,663,301 | -0.18% | 91.71% | 1.08% | 791 | 7.91% | 518 | -2.26% |
31 Mar, 20 | 1,468 | 3.38% | 407,377,256 | -0.24% | 91.95% | 1.08% | 733 | 1.66% | 530 | 17.78% |
31 Dec, 19 | 1,420 | 4.80% | 408,338,538 | -0.09% | 92.19% | 1.08% | 721 | 13.36% | 450 | -5.06% |
30 Sep, 19 | 1,355 | 2.42% | 408,693,280 | -0.87% | 92.31% | 1.06% | 636 | 13.37% | 474 | -5.95% |
30 Jun, 19 | 1,323 | 3.20% | 412,261,684 | -1.85% | 93.23% | 1.03% | 561 | -9.81% | 504 | 13.26% |
31 Mar, 19 | 1,282 | 4.91% | 420,049,941 | 0.57% | 95.17% | 1.06% | 622 | 8.93% | 445 | 3.49% |
31 Dec, 18 | 1,222 | 8.72% | 417,672,302 | 0.88% | 94.75% | 1.07% | 571 | 20.72% | 430 | 2.63% |
30 Sep, 18 | 1,124 | 0.63% | 414,038,883 | -0.12% | 93.91% | 1.07% | 473 | -7.25% | 419 | 7.16% |
30 Jun, 18 | 1,117 | -1.06% | 414,544,597 | 0.95% | 93.90% | 1.05% | 510 | -4.14% | 391 | 3.17% |
31 Mar, 18 | 1,129 | 1.90% | 410,641,182 | 3.46% | 94.37% | 1.10% | 532 | -5.00% | 379 | 9.86% |
31 Dec, 17 | 1,108 | 10.58% | 396,909,548 | 0.06% | 92.70% | 1.09% | 560 | 23.89% | 345 | -5.48% |
30 Sep, 17 | 1,002 | 6.03% | 396,677,291 | -0.39% | 92.41% | 1.06% | 452 | 0.89% | 365 | 9.28% |
30 Jun, 17 | 945 | 1.07% | 398,220,108 | -0.02% | 93.19% | 1.07% | 448 | 0.45% | 334 | -1.76% |
31 Mar, 17 | 935 | 3.20% | 398,304,197 | 0.41% | 93.22% | 1.08% | 446 | -0.89% | 340 | 10.03% |
31 Dec, 16 | 906 | 7.22% | 396,696,080 | -1.07% | 93.11% | 1.05% | 450 | 21.95% | 309 | -2.83% |
30 Sep, 16 | 845 | -0.71% | 400,980,763 | -0.39% | 94.23% | 1.05% | 369 | -3.66% | 318 | 2.91% |
30 Jun, 16 | 851 | 9.24% | 402,552,694 | -2.31% | 94.74% | 1.00% | 383 | 1.32% | 309 | 19.77% |
31 Mar, 16 | 779 | -0.13% | 412,075,153 | 2.64% | 97.17% | 1.06% | 378 | 3.28% | 258 | -6.86% |
31 Dec, 15 | 780 | 4.42% | 401,480,329 | -0.61% | 95.84% | 1.05% | 366 | 11.93% | 277 | 2.97% |
30 Sep, 15 | 747 | - | 403,929,636 | 1.11% | 95.41% | 1.07% | 327 | -6.84% | 269 | 4.26% |
30 Jun, 15 | 747 | -2.73% | 399,486,949 | 0.57% | 94.41% | 0.98% | 351 | -13.33% | 258 | 8.40% |
31 Mar, 15 | 768 | -2.17% | 397,205,247 | 7.01% | 98.05% | 1.12% | 405 | -0.49% | 238 | -2.06% |
31 Dec, 14 | 785 | 9.79% | 371,196,570 | 1.30% | 93.75% | 1.10% | 407 | 26.01% | 243 | -7.25% |
30 Sep, 14 | 715 | 4.23% | 366,439,923 | -0.38% | 92.48% | 1.07% | 323 | 6.95% | 262 | -1.13% |
30 Jun, 14 | 686 | 1.63% | 367,828,275 | -1.11% | 92.92% | 1.05% | 302 | -8.76% | 265 | 19.91% |
31 Mar, 14 | 675 | 1.96% | 371,948,145 | 0.59% | 94.13% | 1.07% | 331 | 14.53% | 221 | -14.67% |
31 Dec, 13 | 662 | 5.08% | 369,759,877 | 0.50% | 93.67% | 1.08% | 289 | 1.76% | 259 | 6.58% |
30 Sep, 13 | 630 | -2.78% | 367,903,617 | 6.75% | 93.20% | 1.23% | 284 | -41.32% | 243 | 135.92% |
30 Jun, 13 | 648 | 140.89% | 344,625,002 | 124.98% | 87.15% | 5.80% | 484 | 243.26% | 103 | 14.44% |
31 Mar, 13 | 269 | -0.37% | 153,178,629 | -5.83% | 38.76% | 2.29% | 141 | -5.37% | 90 | -1.10% |
31 Dec, 12 | 270 | 12.97% | 162,654,409 | 2.75% | 41.16% | 2.57% | 149 | 15.50% | 91 | 16.67% |
30 Sep, 12 | 239 | 4.82% | 158,299,662 | -9.84% | 40.05% | 2.02% | 129 | -3.01% | 78 | 14.71% |
30 Jun, 12 | 228 | -0.44% | 175,583,572 | 22.83% | 44.48% | 3.38% | 133 | -35.75% | 68 | 466.67% |
31 Mar, 12 | 229 | 748.15% | 142,949,398 | 1206.94% | 36.29% | 475.02% | 207 | 696.15% | 12 | 1100.00% |
31 Dec, 11 | 27 | 1250.00% | 10,937,708 | 1208.15% | 2.76% | 6173.96% | 26 | 1200.00% | 1 | - |
30 Sep, 11 | 2 | - | 836,118 | - | 0.21% | - | 2 | - | - | - |
30 Jun, 10 | 1 | - | 36 | - | - | - | 1 | - | - | - |
31 Dec, 09 | 1 | - | 29,464 | - | 0.01% | 13344.59% | - | - | - | - |
30 Sep, 09 | 1 | - | 29,464 | - | 0.01% | 13517.57% | - | -100.00% | - | - |
30 Jun, 09 | 1 | - | 29,464 | - | 0.01% | - | 1 | - | - | - |
30 Sep, 06 | 1 | - | 153,821 | - | 0.04% | - | 1 | - | - | - |
American Tower Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
American Tower Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | 5 | - |
Q1 2024 | 29 | 27 | 107.41% |
Q4 2023 | 2 | 9 | 22.22% |
Q3 2023 | 1 | 9 | 11.11% |
Q2 2023 | 1 | 2 | 50.00% |
Q1 2023 | 31 | 28 | 110.71% |
Q4 2022 | 4 | 16 | 25.00% |
Q3 2022 | - | 3 | - |
Q2 2022 | 2 | 7 | 28.57% |
Q1 2022 | 28 | 25 | 112.00% |
Q4 2021 | 2 | 4 | 50.00% |
Q3 2021 | 1 | 15 | 6.67% |
Q2 2021 | 4 | 14 | 28.57% |
Q1 2021 | 23 | 34 | 67.65% |
Q4 2020 | 3 | 10 | 30.00% |
Q3 2020 | 5 | 25 | 20.00% |
Q2 2020 | 4 | 11 | 36.36% |
Q1 2020 | 24 | 67 | 35.82% |
Q4 2019 | 4 | 18 | 22.22% |
Q3 2019 | 5 | 22 | 22.73% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | 2 | - |
Q1 2024 | - | 13 | - |
Q4 2023 | - | 3 | - |
Q3 2023 | - | 8 | - |
Q2 2023 | - | - | - |
Q1 2023 | 1 | 6 | 16.67% |
Q4 2022 | 1 | 13 | 7.69% |
Q3 2022 | - | 2 | - |
Q2 2022 | 1 | 3 | 33.33% |
Q1 2022 | 1 | 4 | 25.00% |
Q4 2021 | - | 2 | - |
Q3 2021 | - | 13 | - |
Q2 2021 | - | 8 | - |
Q1 2021 | - | 8 | - |
Q4 2020 | - | 7 | - |
Q3 2020 | - | 19 | - |
Q2 2020 | - | 7 | - |
Q1 2020 | - | 32 | - |
Q4 2019 | - | 14 | - |
Q3 2019 | - | 16 | - |
AMT Ownership FAQ
Who Owns American Tower?
American Tower is owned by institutional shareholders (91.87%), insiders (0.13%), and public (8.00%). The largest institutional shareholder of American Tower is VANGUARD GROUP INC (13.41% of total shares) and the top mutual fund owner is Manager Directed Portfolios (4.88% of total shares).
Who are the major institutional shareholders of American Tower?
American Tower's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, COHEN & STEERS, INC., and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 32.32% of the company's share outstanding.
How many American Tower shareholders are there?
As of Jun 2024, there are 1,719 institutional shareholders of American Tower.
What percentage of American Tower is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 62.54M shares of American Tower, representing 13.41% of the company's total shares outstanding, valued at $12.16B (as of Jun 2024).
What percentage of American Tower is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 38.11M shares of American Tower (AMT), compromising 8.17% of the company, valued at $7.41B.
What percentage of American Tower is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of American Tower. The company owns 20.54M of the company's shares outstanding (worth $4.02T).