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

Institutional Holders (2015Q4)
Portfolio Summary: 28 Institutional holders with a total value of $178,723,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 896,597 86,925,000 48.64%
2 Curi Capital, LLC 147,876 14,337,000 8.02%
3 Aureus Asset Management, LLC 136,778 13,261,000 7.42%
4 HALSEY ASSOCIATES INC/CT 128,231 12,432,000 6.96%
5 KINGS POINT CAPITAL MANAGEMENT 100,013 9,696,000 5.43%
6 World Asset Management Inc 56,452 5,473,000 3.06%
7 PRINCETON CAPITAL MANAGEMENT INC 51,560 4,999,000 2.80%
8 CROFT-LEOMINSTER INC 47,327 4,588,000 2.57%
9 WILKINS INVESTMENT COUNSEL INC 35,900 3,481,000 1.95%
10 Azimuth Capital Management LLC 33,052 3,204,000 1.79%
11 GARCIA HAMILTON & ASSOCIATES LP/DE 26,747 2,593,000 1.45%
12 BARR E S & CO 21,579 2,092,000 1.17%
13 DAVIDSON & GARRARD INC 19,965 1,936,000 1.08%
14 CONDOR CAPITAL MANAGEMENT 19,159 1,857,000 1.04%
15 Liberty Capital Management, Inc. 18,105 1,755,000 0.98%
16 GAMBLE JONES INVESTMENT COUNSEL 17,550 1,701,000 0.95%
17 SCHMIDT P J INVESTMENT MANAGEMENT INC 16,163 1,567,000 0.88%
18 Veritable, L.P. 15,932 1,545,000 0.86%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11,097 1,076,000 0.60%
20 AUGUSTINE ASSET MANAGEMENT INC 7,000 678,000 0.38%
21 PARADIGM CAPITAL MANAGEMENT INC/NY 6,925 671,000 0.38%
22 Laird Norton Wetherby Wealth Management, LLC 6,813 660,000 0.37%
23 PETTYJOHN, WOOD & WHITE, INC 5,950 577,000 0.32%
24 Main Street Research LLC 4,935 478,000 0.27%
25 Crestwood Advisors Group, LLC 3,304 320,000 0.18%
26 ASPIRIANT HOLDINGS S3, LLC 3,076 298,000 0.17%
27 BECK MACK & OLIVER LLC 2,775 269,000 0.15%
28 J.P. Morgan Private Wealth Advisors LLC 2,620 254,000 0.14%

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.