13F History

Evercore Wealth Management, LLC

Holdings History for AMERICAN TOWER CORP /MA/ - COM (AMT)

Symbol: AMT on NYSE
Investment type: Equity - Shares of Stock
Class: COM

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	1.25%	+0.01%	$83.2M	453K	+4,600	+1.03%	$183.41	Q4 2024
9/30/2024	1.57%	-0.03%	$104M	449K	-9,765	-2.13%	$232.56	Q3 2024
6/30/2024	1.4%	-0.1%	$89.1M	459K	-33,858	-6.88%	$194.38	Q2 2024
3/31/2024	1.53%	-0.01%	$97.3M	492K	-3,579	-0.72%	$197.59	Q1 2024
12/31/2023	1.8%	+0.03%	$107M	496K	+6,987	+1.43%	$215.88	Q4 2023
9/30/2023	1.51%	0%	$80.4M	489K	-376	-0.08%	$164.45	Q3 2023
6/30/2023	1.74%	+0.01%	$94.9M	489K	+3,750	+0.77%	$193.94	Q2 2023
3/31/2023	1.98%	+0.09%	$99.2M	486K	+22,040	+4.75%	$204.34	Q1 2023
12/31/2022	2.06%	+0.01%	$98.2M	464K	+3,330	+0.72%	$211.86	Q4 2022
9/30/2022	2.23%	+0%	$98.8M	460K	+495	+0.11%	$214.70	Q3 2022
6/30/2022	2.48%	-0.13%	$118M	460K	-24,609	-5.08%	$255.59	Q2 2022
3/31/2022	2.15%	+0.1%	$122M	484K	+22,380	+4.84%	$251.22	Q1 2022
12/31/2021	2.2%	+0.02%	$135M	462K	+5,117	+1.12%	$292.50	Q4 2021
9/30/2021	2.19%	-0.02%	$121M	457K	-4,642	-1.01%	$265.41	Q3 2021
6/30/2021	2.28%	-0.01%	$125M	462K	-2,312	-0.5%	$270.14	Q2 2021
3/31/2021	2.2%	+0.16%	$111M	464K	+33,149	+7.7%	$239.06	Q1 2021
12/31/2020	2.09%	+0.02%	$96.7M	431K	+3,666	+0.86%	$224.46	Q4 2020
9/30/2020	2.53%	+0.02%	$103M	427K	+3,658	+0.86%	$241.73	Q3 2020
6/30/2020	2.92%	-0.01%	$109M	423K	-1,271	-0.3%	$258.54	Q2 2020
3/31/2020	3.05%	+0.01%	$92.5M	425K	+1,100	+0.26%	$217.75	Q1 2020
12/31/2019	2.62%	+0.03%	$97.3M	424K	+4,063	+0.97%	$229.82	Q4 2019
9/30/2019	2.72%	-0.01%	$92.8M	419K	-2,082	-0.49%	$221.13	Q3 2019
6/30/2019	2.62%	-0.11%	$86.2M	422K	-18,335	-4.17%	$204.45	Q2 2019
3/31/2019	2.79%	-0.01%	$86.7M	440K	-1,063	-0.24%	$197.06	Q1 2019
12/31/2018	2.63%	-0.01%	$69.8M	441K	-1,146	-0.26%	$158.19	Q4 2018
9/30/2018	2.05%	-0.01%	$64.2M	442K	-1,925	-0.43%	$145.30	Q3 2018
6/30/2018	2.19%	+0.1%	$64M	444K	+19,402	+4.57%	$144.17	Q2 2018
3/31/2018	2.36%	-0.07%	$61.7M	425K	-12,818	-2.93%	$145.34	Q1 2018
12/31/2017	2.32%	-0.04%	$62.4M	437K	-7,397	-1.66%	$142.67	Q4 2017
9/30/2017	2.37%	-0.08%	$60.8M	445K	-15,178	-3.3%	$136.68	Q3 2017
6/30/2017	2.36%	-0.1%	$60.9M	460K	-20,329	-4.23%	$132.32	Q2 2017
3/31/2017	2.29%	-0.01%	$58.4M	480K	-1,645	-0.34%	$121.54	Q1 2017
12/31/2016	2.12%	+0.18%	$50.9M	482K	+41,120	+9.33%	$105.68	Q4 2016
9/30/2016	2.07%	-0.01%	$50M	441K	-1,478	-0.33%	$113.33	Q3 2016
6/30/2016	2.22%	-0.07%	$50.3M	442K	-14,417	-3.16%	$113.61	Q2 2016
3/31/2016	2.07%	+0.19%	$46.8M	457K	+41,238	+9.92%	$102.37	Q1 2016
12/31/2015	1.87%	+0.06%	$40.3M	416K	+12,387	+3.07%	$96.95	Q4 2015
9/30/2015	1.69%	+0.07%	$35.5M	403K	+16,898	+4.38%	$87.98	Q3 2015
6/30/2015	1.63%	+0.01%	$36.1M	386K	+2,290	+0.6%	$93.36	Q2 2015
3/31/2015	1.66%	-0.02%	$36.1M	384K	-3,920	-1.01%	$94.15	Q1 2015
12/31/2014	1.91%	+0.04%	$38.3M	388K	+8,111	+2.14%	$98.87	Q4 2014
9/30/2014	1.78%	-0.01%	$35.5M	380K	-1,104	-0.29%	$93.60	Q3 2014
6/30/2014	1.76%	+0.04%	$34.2M	381K	+8,036	+2.16%	$89.85	Q2 2014
3/31/2014	1.71%	-0.05%	$30.5M	373K	-10,652	-2.78%	$81.83	Q1 2014
12/31/2013	1.68%		$30.7M	383K			$79.93	Q4 2013

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Showing 1 to 45 of 45 entries

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.