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

Institutional Holders (2016Q4)
Portfolio Summary: 30 Institutional holders with a total value of $100,066,462.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Curi Capital, LLC 132,184 13,969,000 13.96%
2 HALSEY ASSOCIATES INC/CT 124,902 13,200,000 13.19%
3 Avalon Investment & Advisory 97,358 10,289,000 10.28%
4 KINGS POINT CAPITAL MANAGEMENT 79,869 8,441,000 8.44%
5 ADELL HARRIMAN & CARPENTER INC 74,086 7,829,462 7.82%
6 Azimuth Capital Management LLC 64,229 6,788,000 6.78%
7 PRINCETON CAPITAL MANAGEMENT INC 53,314 5,634,000 5.63%
8 World Asset Management Inc 45,027 4,758,000 4.75%
9 CROFT-LEOMINSTER INC 43,286 4,574,000 4.57% PRN
10 WILKINS INVESTMENT COUNSEL INC 35,700 3,773,000 3.77%
11 GAMBLE JONES INVESTMENT COUNSEL 29,011 3,066,000 3.06%
12 BARR E S & CO 24,309 2,569,000 2.57%
13 DAVIDSON & GARRARD INC 20,672 2,185,000 2.18%
14 Veritable, L.P. 17,664 1,867,000 1.87%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 16,482 1,742,000 1.74%
16 CONDOR CAPITAL MANAGEMENT 16,135 1,705,000 1.70%
17 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12,944 1,368,000 1.37%
18 L & S Advisors Inc 9,334 986,000 0.99%
19 AUGUSTINE ASSET MANAGEMENT INC 7,000 739,000 0.74%
20 Laird Norton Wetherby Wealth Management, LLC 6,930 733,000 0.73%
21 GARCIA HAMILTON & ASSOCIATES LP/DE 5,984 632,000 0.63%
22 PETTYJOHN, WOOD & WHITE, INC 5,300 560,000 0.56%
23 J.P. Morgan Private Wealth Advisors LLC 4,700 497,000 0.50%
24 Kimelman & Baird, LLC 3,763 398,000 0.40%
25 Crestwood Advisors Group, LLC 3,588 379,000 0.38%
26 SHELTON CAPITAL MANAGEMENT 3,360 355,000 0.35%
27 Douglass Winthrop Advisors, LLC 2,894 306,000 0.31%
28 Barrett Asset Management, LLC 2,483 262,000 0.26%
29 S&CO INC 2,449 259,000 0.26%
30 BECK MACK & OLIVER LLC 1,921 203,000 0.20%

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.