American Tower Corporation
MX ˙ BMV ˙ US03027X1000
SecurityMX:AMT / American Tower Corporation
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership175 shares
Latest Disclosed Value $ 30,201
IMA Wealth, Inc. ownership in AMT / American Tower Corporation

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 175 shares of American Tower Corporation (MX:AMT) valued at $30,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 175 shares of American Tower Corporation. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F American Tower Common Stock 03027X100 175 0 0.00 30 -3.23 0.0029
2026-02-11 2025-12-31 13F American Tower Common Stock 03027X100 175 0 0.00 31 -6.06 0.0030
2025-11-06 2025-09-30 13F American Tower Common Stock 03027X100 175 82 88.17 34 65.00 0.0034
2025-08-08 2025-06-30 13F American Tower Common Stock 03027X100 93 3 3.33 21 5.26 0.0022
2025-05-06 2025-03-31 13F American Tower Common Stock 03027X100 90 90 20 0.0023
2025-02-14 2024-12-31 13F American Tower Common Stock 03027X100 0 -238 -100.00 0 -100.00
2024-11-14 2024-09-30 13F American Tower Common Stock 03027X100 238 238 55 0.0120
2022-11-15 2022-09-30 13F AMERICAN TOWER CORP COM 03027X100 0 -664 -100.00 0 -100.00
2022-08-18 2022-06-30 13F AMERICAN TOWER CORP COM 03027X100 664 -9,623 -93.55 170 -93.42 0.0416
2022-06-13 2022-03-31 13F AMERICAN TOWER CORP COM 03027X100 10,287 612 6.33 2,584 -8.69 0.5931
2022-02-14 2021-12-31 13F AMERICAN TOWER CORP COM 03027X100 9,675 -121 -1.24 2,830 8.85 0.6249
2021-11-03 2021-09-30 13F AMERICAN TOWER CORP COM 03027X100 9,796 -29 -0.30 2,600 -2.03 0.6142
2021-08-13 2021-06-30 13F AMERICAN TOWER CORP COM 03027X100 9,825 -567 -5.46 2,654 6.84 0.6202
2021-05-13 2021-03-31 13F AMERICAN TOWER CORP COM 03027X100 10,392 489 4.94 2,484 11.74 0.6085
2021-02-08 2020-12-31 13F AMERICAN TOWER CORP COM 03027X100 9,903 -21 -0.21 2,223 -7.34 0.6232
2020-11-16 2020-09-30 13F AMERICAN TOWER CORP COM 03027X100 9,924 -4,209 -29.78 2,399 -34.35 0.8043
2020-08-13 2020-06-30 13F AMERICAN TOWER CORP COM 03027X100 14,133 -316 -2.19 3,654 16.15 1.3212
2020-04-14 2020-03-31 13F AMERICAN TOWER CORP COM 03027X100 14,449 -362 -2.44 3,146 -7.58 1.3846
2020-02-24 2019-12-31 13F AMERICAN TOWER CORP COM 03027X100 14,811 -917 -5.83 3,404 -2.13 1.2634
2019-10-29 2019-09-30 13F AMERICAN TOWER CORP COM 03027X100 15,728 501 3.29 3,478 11.73 1.3136
2019-07-19 2019-06-30 13F AMERICAN TOWER CORP COM 03027X100 15,227 783 5.42 3,113 9.38 1.1639
2019-05-09 2019-03-31 13F AMERICAN TOWER CORP COM 03027X100 14,444 13,734 1,934.37 2,846 2,441.07 1.1048
2019-01-15 2018-12-31 13F AMERICAN TOWER CORP COM 03027X100 710 710 -95.08 112 -96.06 0.0523
2018-10-18 2018-09-30 13F AMERICAN TOWER CORP COM 03027X100 0 -495 -100.00 0 -100.00
2018-08-01 2018-06-30 13F AMERICAN TOWER CORP COM 03027X100 495 495 71 0.0296
2018-04-20 2018-03-31 13F AMERICAN TOWER CORP COM 03027X100 0 -18,923 -100.00 0 -100.00
2018-02-05 2017-12-31 13F AMERICAN TOWER CORP COM 03027X100 18,923 1,612 9.31 2,700 14.12 1.2080
2017-10-24 2017-09-30 13F AMERICAN TOWER CORP COM 03027X100 17,311 112 0.65 2,366 3.95 1.0977
2017-07-31 2017-06-30 13F AMERICAN TOWER CORP COM 03027X100 17,199 154 0.90 2,276 9.85 1.0946
2017-06-06 2017-03-31 13F AMERICAN TOWER CORP COM 03027X100 17,045 -2,016 -10.58 2,072 2.88 1.0427
2017-03-30 2016-12-31 13F American Tower CL A 029912201 19,061 -7,539 -28.34 2,014 -7.53 1.2407
2014-04-15 2014-03-31 13F American Tower CL A 029912201 26,600 0 0.00 2,178 2.59 1.0180
2014-01-30 2013-12-31 13F American Tower CL A 029912201 26,600 0 0.00 2,123 7.66 1.0098
2013-10-03 2013-09-30 13F American Tower CL A 029912201 26,600 22,740 589.12 1,972 599.29 0.9677
2013-07-16 2013-06-30 13F American Tower CL A 029912201 3,860 3,860 282 0.1531
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.