AMERICAN TOWER CORP · CUSIP 03027X100 · CIK 1387818
As of 2026-06-30, Barton Investment Management reported 77.04K AMT (shares), valued at $12.60M, or 1.71% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 1.78%; reported value decreased 6.91%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.71% | 77,038 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 1.70% | 78,433 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 1.50% | 79,208 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 1.59% | 81,078 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 1.89% | 82,633 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 2.28% | 85,463 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 1.69% | 87,051 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.57% | 88,309 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 2.32% | 89,732 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.50% | 104,227 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 2.99% | 105,561 | SEC filing ↗Filed Jan 24, 2024Amended |
| Q3 2023 | 2.86% | 107,586 | SEC filing ↗Filed Oct 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.86% | 107,586 | $17.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 16, 2023 |
| Q4 2023 | 2.99% | 105,561 | $22.79M | Shares decreased 1.88%; reported value increased 28.80%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 2.50% | 104,227 | $20.59M | Shares decreased 1.26%; reported value decreased 9.63%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 2.32% | 89,732 | $17.44M | Shares decreased 13.91%; reported value decreased 15.31%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.57% | 88,309 | $20.54M | Shares decreased 1.59%; reported value increased 17.74%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 1.69% | 87,051 | $15.97M | Shares decreased 1.42%; reported value decreased 22.26%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 2.28% | 85,463 | $18.60M | Shares decreased 1.82%; reported value increased 16.48%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 1.89% | 82,633 | $18.26M | Shares decreased 3.31%; reported value decreased 1.79%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 1.59% | 81,078 | $15.59M | Shares decreased 1.88%; reported value decreased 14.62%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 1.50% | 79,208 | $13.91M | Shares decreased 2.31%; reported value decreased 10.81%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 1.70% | 78,433 | $13.54M | Shares decreased 0.98%; reported value decreased 2.66%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 1.71% | 77,038 | $12.60M | Shares decreased 1.78%; reported value decreased 6.91%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.