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Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in AMERICAN TOWER CORP

EP Wealth Advisors, LLC holds 31,956 shares of AMT (AMERICAN TOWER CORP), worth $5.2M as of 2026-Q2. The position was decreased (-60.5% shares). AMT represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$5.2M

Current Shares

31,956

Total Value Change

-$70.8M

Total Shares Change

-294,964

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
31,956
-60.5%
$5.2M0.0%$163.57
0
2026-Q1
Decreased
80,953
-71.7%
$14M0.1%$190.25
0
2025-Q4
Increased
286,111
+0.5%
$50.2M0.3%$176.72
35
2025-Q2
Increased
284,631
+1.0%
$62.9M0.4%$213.80
36
2025-Q1
Decreased
281,727
-15.3%
$61.3M0.5%$208.25
0
2024-Q4
Increased
332,640
+1.8%
$61M0.5%$175.75
36
2024-Q3
Increased
326,920
+3.7%
$76M0.7%$218.96
43

Other major holders of AMT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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