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

Institutional Holders (2016Q3)
Portfolio Summary: 31 Institutional holders with a total value of $220,563,517.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BECK MACK & OLIVER LLC 1,921 218,000 0.10%
2 Ballentine Partners, LLC 1,993 227,000 0.10%
3 Douglass Winthrop Advisors, LLC 2,234 253,000 0.11%
4 Barrett Asset Management, LLC 2,400 272,000 0.12%
5 ABNER HERRMAN & BROCK LLC 2,593 294,000 0.13%
6 SHELTON CAPITAL MANAGEMENT 3,360 355,000 0.16%
7 Crestwood Advisors Group, LLC 3,588 407,000 0.18%
8 L & S Advisors Inc 4,275 484,000 0.22%
9 PETTYJOHN, WOOD & WHITE, INC 5,700 646,000 0.29%
10 GARCIA HAMILTON & ASSOCIATES LP/DE 6,258 709,000 0.32%
11 AUGUSTINE ASSET MANAGEMENT INC 7,000 793,000 0.36%
12 Laird Norton Wetherby Wealth Management, LLC 7,112 806,000 0.37%
13 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13,359 1,514,000 0.69%
14 CONDOR CAPITAL MANAGEMENT 16,682 1,891,000 0.86%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 16,737 1,897,000 0.86%
16 Veritable, L.P. 17,068 1,934,000 0.88%
17 DAVIDSON & GARRARD INC 20,182 2,287,000 1.04%
18 BARR E S & CO 24,309 2,755,000 1.25%
19 GAMBLE JONES INVESTMENT COUNSEL 29,711 3,367,000 1.53%
20 J.P. Morgan Private Wealth Advisors LLC 31,414 3,560,000 1.61%
21 WILKINS INVESTMENT COUNSEL INC 35,700 4,046,000 1.83%
22 CROFT-LEOMINSTER INC 42,929 4,865,000 2.21%
23 PRINCETON CAPITAL MANAGEMENT INC 48,671 5,516,000 2.50%
24 World Asset Management Inc 52,694 5,972,000 2.71%
25 Azimuth Capital Management LLC 61,164 6,932,000 3.14%
26 ADELL HARRIMAN & CARPENTER INC 69,236 7,846,517 3.56%
27 Avalon Investment & Advisory 103,070 11,681,000 5.30%
28 Curi Capital, LLC 124,296 14,086,000 6.39%
29 HALSEY ASSOCIATES INC/CT 124,802 14,144,000 6.41%
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 183,998 20,853,000 9.45%
31 Geneva Advisors, LLC 881,968 99,953,000 45.32%

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.