American Tower Corporation
MX ˙ BMV ˙ US03027X1000
SecurityMX:AMT / American Tower Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership2,338 shares
Latest Disclosed Value $ 403,462
Sowell Financial Services LLC reports 5.98% increase in ownership of AMT / American Tower Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 2,338 shares of American Tower Corporation (MX:AMT) valued at $403,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,206 shares of American Tower Corporation. This represents a change in shares of 5.98% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F AMERICAN TOWER COM 03027X100 2,338 132 5.98 403 4.13 0.0149
2026-01-21 2025-12-31 13F AMERICAN TOWER CORP COM 03027X100 2,206 -974 -30.63 387 -36.66 0.0142
2025-10-17 2025-09-30 13F AMERICAN TOWER CORP COM 03027X100 3,180 -1,798 -36.12 612 -44.45 0.0235
2025-07-14 2025-06-30 13F AMERICAN TOWER CORP COM 03027X100 4,978 -1,889 -27.51 1,100 -26.37 0.0448
2025-04-17 2025-03-31 13F AMERICAN TOWER CORP COM 03027X100 6,867 6,867 1,494 0.0680
2024-08-13 2024-06-30 13F AMERICAN TOWER CORP COM 03027X100 0 -10,465 -100.00 0 -100.00
2024-05-03 2024-03-31 13F AMERICAN TOWER CORP COM 03027X100 10,465 -960 -8.40 2,068 -16.81 0.0975
2024-01-24 2023-12-31 13F AMERICAN TOWER CORP COM 03027X100 11,425 -527 -4.41 2,486 26.51 0.1347
2023-11-08 2023-09-30 13F AMERICAN TOWER CORP COM 03027X100 11,952 -802 -6.29 1,965 -21.21 0.1233
2023-08-14 2023-06-30 13F AMERICAN TOWER CORP COM 03027X100 12,754 4,032 46.23 2,494 249,300.00 0.1390
2023-05-12 2023-03-31 13F AMERICAN TOWER CORP STOCK 03027X100 8,722 -3,365 -27.84 2 -50.00 0.1375
2023-02-09 2022-12-31 13F Amern Tower Corp REIT REIT 03027X100 12,087 12,087 3 0.1670
2022-05-13 2022-03-31 13F AMERICAN TOWER CORP NEW COM Stock 03027X100 0 -22,511 -100.00 0 -100.00
2022-02-09 2021-12-31 13F AMERICAN TOWER CORP NEW COM Stock 03027X100 22,511 3,937 21.20 6,615 33.53 0.3793
2021-11-04 2021-09-30 13F AMERICAN TOWER CORP NEW COM Stock 03027X100 18,574 -6,924 -27.16 4,954 -28.41 0.3346
2021-08-05 2021-06-30 13F AMERICAN TOWER CORP NEW COM Stock 03027X100 25,498 -3,507 -12.09 6,920 -2.23 0.4585
2021-05-07 2021-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 29,005 17,825 159.44 7,078 181.99 0.2464
2021-01-13 2020-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 11,180 2,348 26.59 2,510 17.56 0.1072
2020-11-12 2020-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 8,832 123 1.41 2,135 -5.20 0.1066
2020-08-13 2020-06-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 8,709 879 11.23 2,252 32.08 0.1238
2020-05-12 2020-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 7,830 922 13.35 1,705 7.37 0.1262
2020-02-07 2019-12-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 6,908 2,532 57.86 1,588 64.05 0.1210
2019-11-14 2019-09-30 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 4,376 151 3.57 968 16.21 0.0800
2019-05-15 2019-03-31 13F AMERICAN TOWER CORP NEW COM REIT 03027X100 4,225 -38 -0.89 833 23.59 0.0930
2019-03-05 2018-12-31 13F AMERICAN TOWER CORP COM 03027X100 4,263 197 4.85 674 14.04 0.0955
2018-11-13 2018-09-30 13F AMERICAN TOWER CORP COM 03027X100 4,066 4,066 591 0.0858
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.