American Tower Corporation
MX ˙ BMV ˙ US03027X1000
SecurityMX:AMT / American Tower Corporation
InstitutionOak Asset Management, LLC
Latest Disclosed Ownership11,927 shares
Latest Disclosed Value $ 2,058,431
Oak Asset Management, LLC reports 0.91% increase in ownership of AMT / American Tower Corporation

On April 15, 2026 - Oak Asset Management, LLC filed a 13F-HR form disclosing ownership of 11,927 shares of American Tower Corporation (MX:AMT) valued at $2,058,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 11,820 shares of American Tower Corporation. This represents a change in shares of 0.91% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F AMERICAN TOWER COM 03027X100 11,927 107 0.91 2,058 -0.82 0.7087
2026-01-14 2025-12-31 13F AMERICAN TOWER CORP COM 03027X100 11,820 -2,432 -17.06 2,075 -24.30 0.7078
2025-10-20 2025-09-30 13F AMERICAN TOWER CORP COM 03027X100 14,252 -355 -2.43 2,741 -15.09 0.9376
2025-07-11 2025-06-30 13F AMERICAN TOWER CORP COM 03027X100 14,607 -5 -0.03 3,229 1.54 1.1572
2025-04-11 2025-03-31 13F AMERICAN TOWER CORP COM 03027X100 14,612 1,420 10.76 3,180 31.42 1.1653
2025-01-14 2024-12-31 13F AMERICAN TOWER CORP COM 03027X100 13,192 -180 -1.35 2,420 -22.19 0.8950
2024-10-07 2024-09-30 13F AMERICAN TOWER CORP COM 03027X100 13,372 -370 -2.69 3,110 16.40 1.1011
2024-07-12 2024-06-30 13F AMERICAN TOWER CORP COM 03027X100 13,742 781 6.03 2,671 4.34 0.9780
2024-04-18 2024-03-31 13F AMERICAN TOWER CORP COM 03027X100 12,961 955 7.95 2,561 -1.20 0.9580
2024-01-23 2023-12-31 13F AMERICAN TOWER CORP COM 03027X100 12,006 -2,374 -16.51 2,592 9.60 1.0309
2023-10-26 2023-09-30 13F AMERICAN TOWER CORP COM 03027X100 14,380 1,270 9.69 2,365 -7.00 1.0152
2023-08-08 2023-06-30 13F AMERICAN TOWER CORP COM 03027X100 13,110 644 5.17 2,543 -0.20 1.0535
2023-04-14 2023-03-31 13F AMERICAN TOWER CORP COM 03027X100 12,466 191 1.56 2,547 -2.04 1.0981
2023-02-08 2022-12-31 13F AMERICAN TOWER CORP COM 03027X100 12,275 1,186 10.70 2,601 9.20 1.1678
2022-10-19 2022-09-30 13F AMERICAN TOWER CORP COM 03027X100 11,089 11,089 2,381 1.1550
2022-07-15 2022-06-30 13F AMERICAN TOWER CORP COM 03027X100 0 -10,242 -100.00 0 -100.00
2022-04-22 2022-03-31 13F AMERICAN TOWER CORP COM 03027X100 10,242 -39 -0.38 2,573 -14.43 1.0183
2022-02-04 2021-12-31 13F AMERICAN TOWER CORP COM 03027X100 10,281 115 1.13 3,007 10.39 1.1489
2021-10-21 2021-09-30 13F AMERICAN TOWER CORP COM 03027X100 10,166 -10 -0.10 2,724 -0.91 1.1324
2021-07-14 2021-06-30 13F AMERICAN TOWER CORP COM 03027X100 10,176 -6 -0.06 2,749 12.94 1.1561
2021-04-27 2021-03-31 13F AMERICAN TOWER CORP COM 03027X100 10,182 454 4.67 2,434 11.45 1.3121
2021-01-20 2020-12-31 13F AMERICAN TOWER CORP COM 03027X100 9,728 3,340 52.29 2,184 45.02 1.0640
2020-10-27 2020-09-30 13F AMERICAN TOWER CORP COM 03027X100 6,388 0 0.00 1,506 -8.84 0.7959
2020-07-09 2020-06-30 13F AMERICAN TOWER CORP COM 03027X100 6,388 -7 -0.11 1,652 18.59 0.9795
2020-05-08 2020-03-31 13F AMERICAN TOWER CORP COM 03027X100 6,395 -7 -0.11 1,393 -5.30 1.0124
2020-01-09 2019-12-31 13F AMERICAN TOWER CORP COM 03027X100 6,402 -95 -1.46 1,471 2.37 0.8188
2019-10-30 2019-09-30 13F AMERICAN TOWER CORP COM 03027X100 6,497 28 0.43 1,437 7.48 0.8662
2019-07-25 2019-06-30 13F AMERICAN TOWER CORP COM 03027X100 6,469 0 0.00 1,337 4.86 0.8297
2019-05-06 2019-03-31 13F AMERICAN TOWER CORP COM 03027X100 6,469 0 0.00 1,275 24.63 0.8445
2019-01-17 2018-12-31 13F AMERICAN TOWER CORP COM 03027X100 6,469 0 0.00 1,023 8.83 0.7569
2018-10-19 2018-09-30 13F AMERICAN TOWER CORP COM 03027X100 6,469 100 1.57 940 2.40 0.5698
2018-08-01 2018-06-30 13F AMERICAN TOWER CORP COM 03027X100 6,369 773 13.81 918 12.92 0.6266
2018-04-23 2018-03-31 13F AMERICAN TOWER CORP COM 03027X100 5,596 5,596 813 0.6281
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.