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

Institutional Holders (2016Q1)
Portfolio Summary: 29 Institutional holders with a total value of $182,583,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 811,644 83,088,000 45.51%
2 Aureus Asset Management, LLC 139,416 14,272,000 7.82%
3 Curi Capital, LLC 137,425 14,068,000 7.70%
4 HALSEY ASSOCIATES INC/CT 130,640 13,374,000 7.32%
5 KINGS POINT CAPITAL MANAGEMENT 100,730 10,312,000 5.65%
6 Azimuth Capital Management LLC 54,347 5,564,000 3.05%
7 World Asset Management Inc 51,334 5,255,000 2.88%
8 PRINCETON CAPITAL MANAGEMENT INC 50,481 5,168,000 2.83%
9 CROFT-LEOMINSTER INC 44,023 4,506,000 2.47%
10 WILKINS INVESTMENT COUNSEL INC 35,900 3,675,000 2.01%
11 GAMBLE JONES INVESTMENT COUNSEL 33,281 3,407,000 1.87%
12 GARCIA HAMILTON & ASSOCIATES LP/DE 26,749 2,738,000 1.50%
13 BARR E S & CO 24,309 2,489,000 1.36%
14 DAVIDSON & GARRARD INC 20,643 2,113,000 1.16%
15 CONDOR CAPITAL MANAGEMENT 18,996 1,945,000 1.07%
16 Liberty Capital Management, Inc. 17,605 1,802,000 0.99%
17 SCHMIDT P J INVESTMENT MANAGEMENT INC 16,789 1,719,000 0.94%
18 Veritable, L.P. 15,429 1,579,000 0.86%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11,495 1,176,000 0.64%
20 SHELTON CAPITAL MANAGEMENT 8,360 856,000 0.47%
21 AUGUSTINE ASSET MANAGEMENT INC 7,000 734,000 0.40%
22 Laird Norton Wetherby Wealth Management, LLC 6,557 671,000 0.37%
23 PETTYJOHN, WOOD & WHITE, INC 5,825 596,000 0.33%
24 J.P. Morgan Private Wealth Advisors LLC 3,493 358,000 0.20%
25 Crestwood Advisors Group, LLC 3,304 338,000 0.19%
26 ASPIRIANT, LLC 3,076 315,000 0.17%
27 ABNER HERRMAN & BROCK LLC 2,569 263,000 0.14%
28 Ballentine Partners, LLC 1,959 200,000 0.11%
29 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23 2,000 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.