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AMERICAN TOWER CORP REIT
AMERICAN TOWER CORP REIT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 35 Institutional holders with a total value of $93,822,251.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GARCIA HAMILTON & ASSOCIATES LP/DE 123,865 10,141,000 10.81%
2 BADGLEY PHELPS & BELL INC 104,581 8,562,000 9.13%
3 HALSEY ASSOCIATES INC/CT 101,995 8,350,000 8.90%
4 NBW CAPITAL LLC 98,043 8,027,000 8.56%
5 CHILTON CAPITAL MANAGEMENT LLC 87,129 7,133,251 7.60%
6 PARSONS CAPITAL MANAGEMENT INC/RI 66,774 5,466,000 5.83%
7 CROFT-LEOMINSTER INC 66,555 5,448,000 5.81%
8 LOEB PARTNERS CORP 63,000 5,158,000 5.50%
9 World Asset Management Inc 60,121 4,922,000 5.25%
10 Aureus Asset Management, LLC 50,496 4,134,000 4.41%
11 PRINCETON CAPITAL MANAGEMENT INC 40,211 3,292,000 3.51%
12 Carnegie Investment Counsel 37,339 3,057,000 3.26%
13 Constellation Wealth Advisors, LLC 36,424 2,982,000 3.18%
14 WILKINS INVESTMENT COUNSEL INC 35,900 2,939,000 3.13%
15 Main Street Research LLC 35,410 2,899,000 3.09%
16 Veritable, L.P. 21,352 1,748,000 1.86%
17 CONDOR CAPITAL MANAGEMENT 19,384 1,587,000 1.69%
18 DAVIDSON & GARRARD INC 17,100 1,400,000 1.49%
19 Liberty Capital Management, Inc. 12,680 1,038,000 1.11%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,117 828,000 0.88%
21 Ameritas Investment Partners, Inc. 7,901 647,000 0.69%
22 AUGUSTINE ASSET MANAGEMENT INC 7,000 573,000 0.61%
23 SCHMIDT P J INVESTMENT MANAGEMENT INC 6,310 517,000 0.55%
24 GAMBLE JONES INVESTMENT COUNSEL 6,209 508,000 0.54%
25 Accuvest Global Advisors 5,300 434,000 0.46%
26 Laird Norton Wetherby Wealth Management, LLC 5,062 415,000 0.44%
27 RONALD BLUE & CO LLC 4,158 340,000 0.36%
28 Banyan Partners, LLC 4,027 330,000 0.35%
29 BECK MACK & OLIVER LLC 3,250 266,000 0.28%
30 ASPIRIANT HOLDINGS S3, LLC 2,739 224,000 0.24%
31 ABNER HERRMAN & BROCK LLC 2,568 210,000 0.22%
32 Camelot Portfolios, LLC 2,539 208,000 0.22%
33 Vigilant Capital Management, LLC 270 22,000 0.02%
34 TOCQUEVILLE ASSET MANAGEMENT L.P. 199 16,000 0.02%
35 Plante Moran Financial Advisors, LLC 12 1,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.