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

Institutional Holders (2016Q2)
Portfolio Summary: 35 Institutional holders with a total value of $221,665,571.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 804,050 91,348,000 41.21%
2 Aureus Asset Management, LLC 141,252 16,048,000 7.24%
3 HALSEY ASSOCIATES INC/CT 130,045 14,774,000 6.66%
4 Curi Capital, LLC 129,695 14,735,000 6.65%
5 Avalon Investment & Advisory 104,931 11,921,000 5.38%
6 KINGS POINT CAPITAL MANAGEMENT 96,274 10,938,000 4.93%
7 ADELL HARRIMAN & CARPENTER INC 68,036 7,729,571 3.49%
8 Azimuth Capital Management LLC 57,672 6,552,000 2.96%
9 World Asset Management Inc 51,863 5,892,000 2.66%
10 PRINCETON CAPITAL MANAGEMENT INC 49,206 5,590,000 2.52%
11 CROFT-LEOMINSTER INC 43,359 4,926,000 2.22%
12 WILKINS INVESTMENT COUNSEL INC 35,700 4,056,000 1.83%
13 GAMBLE JONES INVESTMENT COUNSEL 32,337 3,674,000 1.66%
14 J.P. Morgan Private Wealth Advisors LLC 31,181 3,542,000 1.60%
15 BARR E S & CO 24,309 2,762,000 1.25%
16 DAVIDSON & GARRARD INC 20,207 2,296,000 1.04%
17 Liberty Capital Management, Inc. 17,605 2,000,000 0.90%
18 CONDOR CAPITAL MANAGEMENT 17,328 1,969,000 0.89%
19 SCHMIDT P J INVESTMENT MANAGEMENT INC 16,807 1,909,000 0.86%
20 Veritable, L.P. 16,110 1,830,000 0.83%
21 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 14,191 1,612,000 0.73%
22 GARCIA HAMILTON & ASSOCIATES LP/DE 9,893 1,124,000 0.51%
23 AUGUSTINE ASSET MANAGEMENT INC 7,000 795,000 0.36%
24 Laird Norton Wetherby Wealth Management, LLC 6,974 792,000 0.36%
25 PETTYJOHN, WOOD & WHITE, INC 5,825 662,000 0.30%
26 Crestwood Advisors Group, LLC 3,304 375,000 0.17%
27 L & S Advisors Inc 2,920 332,000 0.15%
28 ABNER HERRMAN & BROCK LLC 2,517 289,000 0.13%
29 ASPIRIANT, LLC 3,076 287,000 0.13%
30 Barrett Asset Management, LLC 2,400 273,000 0.12%
31 Ballentine Partners, LLC 1,877 214,000 0.10%
32 BECK MACK & OLIVER LLC 1,875 213,000 0.10%
33 Kimelman & Baird, LLC 1,774 201,000 0.09%
34 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23 3,000 0.00%
35 QCI ASSET MANAGEMENT INC/NY 21 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.