AMT
American Tower Corp
American Tower Corp historical holders
total: 6
Meritage Group American Tower Corp transactions over time
- Total transactions:
- 11
- New positions:
- 2
- Sold out:
- 2
- Added:
- 6
- Reduced:
- 1
- Held since:
- 2018 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2018 Q2
Nathaniel Simons has been an institutional investor in American Tower Corp (AMT) since 2014 Q1. According to 2026 Q1 report, Nathaniel Simons doesn't hold any shares. The fund/company first acquired AMT in 2014 Q1, initially purchasing about 1.87M shares. Nathaniel Simons later completely sold out the position and reinvested in AMT again in 2018 Q1. Since the initial investment, Meritage Group has made 10 more transactions in this position.
When did Nathaniel Simons exit their AMT position?
Nathaniel Simons no longer holds American Tower Corp (AMT). They sold off their entire position in 2018 Q2, closing out an investment that began in 2014 Q1.
When did Nathaniel Simons first invest in AMT?
Nathaniel Simons first invested in American Tower Corp (AMT) in 2014 Q1 at the reported quarter-end price of $81.87 per share, acquiring 1,867,520 shares in their initial purchase.
What is Nathaniel Simons's average cost basis for AMT?
Based on historical transaction data, Nathaniel Simons's estimated cost basis for American Tower Corp (AMT) is approximately $145.34 per share. This represents their average reported price* across all buy transactions.
Has Nathaniel Simons reinvested in AMT after selling?
Yes, Nathaniel Simons has shown renewed interest in American Tower Corp (AMT). After completely selling their position, they reinitiated an investment in 2018 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $145.34
- Weighted AVG sell price:
- $145.34
AMT transactions history by Meritage Group
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2018 Q2
|
0.00%
|
$145.34
|
-100% (-551,487)
|
|||
|
2018 Q1
|
1.90%
|
$145.34
|
new
|
|||
|
2016 Q1
|
0.00%
|
$96.95
|
-100% (-2,524,868)
|
|||
|
2015 Q4
|
6.70%
|
$96.95
|
-21.13% (-676,467)
|
|||
|
2015 Q3
|
7.43%
|
$87.98
|
+0.11% (+3,488)
|
|||
|
2015 Q2
|
6.99%
|
$93.29
|
+34.60% (+822,116)
|
|||
|
2015 Q1
|
6.04%
|
$94.15
|
+27.11% (+506,671)
|
|||
|
2014 Q4
|
5.04%
|
$98.85
|
+0.05% (+863)
|
|||
|
2014 Q3
|
4.76%
|
$93.63
|
+0.02% (+415)
|
|||
|
2014 Q2
|
4.72%
|
$89.98
|
+0.01% (+262)
|
|||
|
2014 Q1
|
4.31%
|
$81.87
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.