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

Institutional Holders (2014Q3)
Portfolio Summary: 37 Institutional holders with a total value of $190,985,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 845,376 79,153,000 41.44%
2 Curi Capital, LLC 126,070 11,804,000 6.18%
3 HALSEY ASSOCIATES INC/CT 102,306 9,579,000 5.02%
4 Aureus Asset Management, LLC 100,886 9,446,000 4.95%
5 NBW CAPITAL LLC 95,204 8,914,000 4.67%
6 CHILTON CAPITAL MANAGEMENT LLC 92,976 8,706,000 4.56%
7 PARSONS CAPITAL MANAGEMENT INC/RI 65,194 6,103,000 3.20%
8 CROFT-LEOMINSTER INC 60,592 5,673,000 2.97%
9 GARCIA HAMILTON & ASSOCIATES LP/DE 57,124 5,349,000 2.80%
10 World Asset Management Inc 55,488 5,196,000 2.72%
11 LOEB PARTNERS CORP 55,300 5,178,000 2.71%
12 RiverPark Advisors, LLC 51,754 4,846,000 2.54%
13 PRINCETON CAPITAL MANAGEMENT INC 46,766 4,379,000 2.29%
14 WILKINS INVESTMENT COUNSEL INC 35,700 3,343,000 1.75%
15 Main Street Research LLC 35,310 3,306,000 1.73%
16 Constellation Wealth Advisors, LLC 32,257 3,020,000 1.58%
17 Azimuth Capital Management LLC 22,705 2,126,000 1.11%
18 Veritable, L.P. 21,725 2,034,000 1.07%
19 CONDOR CAPITAL MANAGEMENT 19,222 1,800,000 0.94%
20 DAVIDSON & GARRARD INC 17,072 1,598,000 0.84%
21 Liberty Capital Management, Inc. 14,050 1,316,000 0.69%
22 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,572 990,000 0.52%
23 GAMBLE JONES INVESTMENT COUNSEL 9,543 943,000 0.49%
24 PARADIGM CAPITAL MANAGEMENT INC/NY 7,400 693,000 0.36%
25 Ameritas Investment Partners, Inc. 7,301 684,000 0.36%
26 SCHMIDT P J INVESTMENT MANAGEMENT INC 7,235 677,000 0.35%
27 AUGUSTINE ASSET MANAGEMENT INC 7,000 655,000 0.34%
28 UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,565 615,000 0.32%
29 PETTYJOHN, WOOD & WHITE, INC 6,100 571,000 0.30%
30 Laird Norton Wetherby Wealth Management, LLC 5,071 475,000 0.25%
31 RONALD BLUE & CO LLC 4,592 430,000 0.23%
32 BECK MACK & OLIVER LLC 3,175 297,000 0.16%
33 ASPIRIANT HOLDINGS S3, LLC 3,036 284,000 0.15%
34 Banyan Partners, LLC 2,891 271,000 0.14%
35 Camelot Portfolios, LLC 2,839 266,000 0.14%
36 ABNER HERRMAN & BROCK LLC 2,568 240,000 0.13%
37 Vigilant Capital Management, LLC 270 25,000 0.01%

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.