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Bernzott Capital Advisors

SEC CIK
0001260468
Latest filing
Jul 21, 2026

AMT holding history

American Tower Corp in every 13F filed by Bernzott Capital Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
32,238
Value
$5.27M
% of portfolio
2.1%
Quarters held
13
Since Q2 2023
Holdings of AMT by Bernzott Capital Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,238$5.27M2.1%−9,923−23.5%ReducedHolders
Q1 202642,161$7.28M3.5%+9,556+29.3%AddedHolders
Q4 202532,605$5.72M2.7%−2,558−7.3%ReducedHolders
Q3 202535,163$6.76M3.2%−150−0.4%ReducedHolders
Q2 202535,313$7.80M4.0%−1,280−3.5%ReducedHolders
Q1 202536,593$7.96M3.9%−316−0.9%ReducedHolders
Q4 202436,909$6.77M3.3%−3,365−8.4%ReducedHolders
Q3 202440,274$9.37M4.0%−85−0.2%ReducedHolders
Q2 202440,359$7.84M3.6%+760+1.9%AddedHolders
Q1 202439,599$7.82M3.1%+11,305+40.0%AddedHolders
Q4 202328,294$6.11M2.4%+30+0.1%AddedHolders
Q3 202328,264$4.65M1.6%−2,921−9.4%ReducedHolders
Q2 202331,185$6.05M1.3%+31,185NewHolders