Current position

Chuck Akre’s American Tower (AMT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2013Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares13.40MHighest verified quarter-end share count
Quarters reported49Verified quarters with shares above zero
What happened?

Akre Capital Management first reported American Tower in Q2 2013. The reported position was increased and reduced across later filings. Akre Capital Management currently reports 29.25K shares. The latest verified filing showed: Sold 42.4% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 42.4% of the position−21.52K shares · 29.25K shares remained
Filing context

Quarter-end price $163.57 · Estimated holding basis $236.94

Q1 2026
Sold 80.1% of the position−204.50K shares · 50.77K shares remained
Filing context

Quarter-end price $172.58 · Estimated holding basis $236.94

Q4 2025
Sold 42.4% of the position−187.58K shares · 255.27K shares remained
Filing context

Quarter-end price $175.57 · Estimated holding basis $236.94

Q3 2025
Sold 51.6% of the position−472.41K shares · 442.84K shares remained
Filing context

Quarter-end price $192.32 · Estimated holding basis $236.94

Q2 2025
Sold 64.7% of the position−1.67M shares · 915.25K shares remained
Filing context

Quarter-end price $221.02 · Estimated holding basis $236.94

Q1 2025
Sold 53.0% of the position−2.91M shares · 2.59M shares remained
Filing context

Quarter-end price $217.60 · Estimated holding basis $236.94

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is American Tower in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#18of 19 reported positions
Peak portfolio weight15.7%Q3 2019
Best historical rank#1Q3 2014
At peak importanceQ3 2019
AMT
15.7%
Largest holding
15.7%
Cross-investor discovery

Who else owns American Tower?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
AMT0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
AMT0.0% of reported portfolio
Explore American Tower across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$173.982026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$163.57Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$236.94Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View American Tower stock page →

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.