AMERICAN TOWER CORP NEW

Ticker: AMT CUSIP: 03027X100 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 105,213 Value ($000) $18,472 Avg Close $180.30 Range $169.12 - $192.63

Q3 2025

Shares 116,831 Value ($000) $22,469 Avg Close $204.56 Range $185.10 - $230.04

Q2 2025

Shares 123,210 Value ($000) $27,232 Avg Close $210.37 Range $190.80 - $225.87

Q1 2025

Shares 125,231 Value ($000) $27,250 Avg Close $189.52 Range $166.66 - $212.16

Q4 2024

Shares 122,359 Value ($000) $22,442 Avg Close $198.35 Range $171.45 - $222.90

Q3 2024

Shares 125,031 Value ($000) $29,077 Avg Close $210.79 Range $182.10 - $231.55

Q2 2024

Shares 125,912 Value ($000) $24,475 Avg Close $176.27 Range $160.72 - $190.06

Q1 2024

Shares 141,252 Value ($000) $27,910 Avg Close $186.13 Range $169.29 - $204.74

Q4 2023

Shares 141,507 Value ($000) $30,549 Avg Close $175.15 Range $141.88 - $204.01

Q3 2023

Shares 128,532 Value ($000) $21,137 Avg Close $167.65 Range $145.17 - $184.31

Q2 2023

Shares 134,869 Value ($000) $26,157 Avg Close $178.08 Range $162.53 - $192.95

Q1 2023

Shares 138,878 Value ($000) $28,378 Avg Close $189.59 Range $171.12 - $212.87

Q4 2022

Shares 138,093 Value ($000) $29,256 Avg Close $186.71 Range $159.82 - $204.49

Q3 2022

Shares 142,477 Value ($000) $30,590 Avg Close $228.80 Range $188.24 - $251.54

Q2 2022

Shares 142,342 Value ($000) $36,381 Avg Close $222.20 Range $196.54 - $240.37

Q1 2022

Shares 137,305 Value ($000) $34,494 Avg Close $214.86 Range $193.72 - $257.60

Q4 2021

Shares 132,787 Value ($000) $38,840 Avg Close $239.48 Range $222.02 - $259.23

Q3 2021

Shares 136,440 Value ($000) $36,213 Avg Close $248.67 Range $232.43 - $264.88

Q2 2021

Shares 136,664 Value ($000) $36,918 Avg Close $221.28 Range $204.65 - $239.67

Q1 2021

Shares 136,460 Value ($000) $32,622 Avg Close $192.28 Range $170.54 - $209.67

Q4 2020

Shares 139,741 Value ($000) $31,366 Avg Close $199.71 Range $184.97 - $217.31

Q3 2020

Shares 136,683 Value ($000) $33,040 Avg Close $216.72 Range $200.88 - $232.60

Q2 2020

Shares 138,428 Value ($000) $35,789 Avg Close $210.56 Range $171.21 - $229.12

Q1 2020

Shares 136,979 Value ($000) $29,827 Avg Close $197.22 Range $147.72 - $219.16

Q4 2019

Shares 143,537 Value ($000) $32,988 Avg Close $183.82 Range $171.19 - $195.06

Q3 2019

Shares 155,725 Value ($000) $34,435 Avg Close $183.38 Range $167.57 - $203.29

Q2 2019

Shares 168,976 Value ($000) $34,547 Avg Close $168.17 Range $157.69 - $183.80

Q1 2019

Shares 169,612 Value ($000) $33,424 Avg Close $146.03 Range $128.16 - $164.30

Q4 2018

Shares 147,194 Value ($000) $23,285 Avg Close $129.50 Range $116.26 - $139.59

Q3 2018

Shares 152,283 Value ($000) $22,127 Avg Close $120.79 Range $114.07 - $125.11

Q2 2018

Shares 152,780 Value ($000) $22,026 Avg Close $113.83 Range $109.35 - $119.75

Q1 2018

Shares 158,318 Value ($000) $23,010 Avg Close $114.77 Range $106.21 - $122.30

Q3 2017

Shares 164,400 Value ($000) $22,470 Avg Close $112.31 Range $105.52 - $119.95

Q2 2017

Shares 164,404 Value ($000) $21,754 Avg Close $102.88 Range $96.18 - $110.06

Q1 2017

Shares 158,756 Value ($000) $19,295 Avg Close $87.85 Range $81.86 - $97.31

Q4 2016

Shares 158,520 Value ($000) $16,752 Avg Close $86.33 Range $79.20 - $93.79

Q2 2016

Shares 177,716 Value ($000) $20,260 Avg Close $83.75 Range $79.73 - $89.81

Q1 2016

Shares 135,553 Value ($000) $13,877 Avg Close $73.16 Range $65.02 - $80.56

Q4 2015

Shares 78,132 Value ($000) $7,575 Avg Close $75.94 Range $67.91 - $81.06

Q3 2015

Shares 9,876 Value ($000) $869 Avg Close $72.97 Range $67.60 - $78.65

Q2 2015

Shares 9,164 Value ($000) $855 Avg Close $72.97 Range $70.92 - $75.72

Q1 2015

Shares 8,537 Value ($000) $807 Avg Close $74.63 Range $71.55 - $78.20

Q1 2014

Shares 4,044 Value ($000) $331 Avg Close $61.59 Range $59.25 - $64.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	105,213	$18,472	$180.30	$169.12 - $192.63
Q3 2025	116,831	$22,469	$204.56	$185.10 - $230.04
Q2 2025	123,210	$27,232	$210.37	$190.80 - $225.87
Q1 2025	125,231	$27,250	$189.52	$166.66 - $212.16
Q4 2024	122,359	$22,442	$198.35	$171.45 - $222.90
Q3 2024	125,031	$29,077	$210.79	$182.10 - $231.55
Q2 2024	125,912	$24,475	$176.27	$160.72 - $190.06
Q1 2024	141,252	$27,910	$186.13	$169.29 - $204.74
Q4 2023	141,507	$30,549	$175.15	$141.88 - $204.01
Q3 2023	128,532	$21,137	$167.65	$145.17 - $184.31
Q2 2023	134,869	$26,157	$178.08	$162.53 - $192.95
Q1 2023	138,878	$28,378	$189.59	$171.12 - $212.87
Q4 2022	138,093	$29,256	$186.71	$159.82 - $204.49
Q3 2022	142,477	$30,590	$228.80	$188.24 - $251.54
Q2 2022	142,342	$36,381	$222.20	$196.54 - $240.37
Q1 2022	137,305	$34,494	$214.86	$193.72 - $257.60
Q4 2021	132,787	$38,840	$239.48	$222.02 - $259.23
Q3 2021	136,440	$36,213	$248.67	$232.43 - $264.88
Q2 2021	136,664	$36,918	$221.28	$204.65 - $239.67
Q1 2021	136,460	$32,622	$192.28	$170.54 - $209.67
Q4 2020	139,741	$31,366	$199.71	$184.97 - $217.31
Q3 2020	136,683	$33,040	$216.72	$200.88 - $232.60
Q2 2020	138,428	$35,789	$210.56	$171.21 - $229.12
Q1 2020	136,979	$29,827	$197.22	$147.72 - $219.16
Q4 2019	143,537	$32,988	$183.82	$171.19 - $195.06
Q3 2019	155,725	$34,435	$183.38	$167.57 - $203.29
Q2 2019	168,976	$34,547	$168.17	$157.69 - $183.80
Q1 2019	169,612	$33,424	$146.03	$128.16 - $164.30
Q4 2018	147,194	$23,285	$129.50	$116.26 - $139.59
Q3 2018	152,283	$22,127	$120.79	$114.07 - $125.11
Q2 2018	152,780	$22,026	$113.83	$109.35 - $119.75
Q1 2018	158,318	$23,010	$114.77	$106.21 - $122.30
Q3 2017	164,400	$22,470	$112.31	$105.52 - $119.95
Q2 2017	164,404	$21,754	$102.88	$96.18 - $110.06
Q1 2017	158,756	$19,295	$87.85	$81.86 - $97.31
Q4 2016	158,520	$16,752	$86.33	$79.20 - $93.79
Q2 2016	177,716	$20,260	$83.75	$79.73 - $89.81
Q1 2016	135,553	$13,877	$73.16	$65.02 - $80.56
Q4 2015	78,132	$7,575	$75.94	$67.91 - $81.06
Q3 2015	9,876	$869	$72.97	$67.60 - $78.65
Q2 2015	9,164	$855	$72.97	$70.92 - $75.72
Q1 2015	8,537	$807	$74.63	$71.55 - $78.20
Q1 2014	4,044	$331	$61.59	$59.25 - $64.17