SEC 13F Intelligence

Cox Capital Mgt LLC / AMT

Cox Capital Mgt LLC’s American Tower Corp Position

Does Cox Capital Mgt LLC own American Tower Corp (AMT)? Not currently — the last reported position was 14.5K shares worth $3M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2024
Shares
14.5K
% of Portfolio
+1.71%
Quarters Held
24
position exited

Position History AMT

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $886,000Q4 ’19: $918,000Q4 ’19Q1 ’20: $918,000Q2 ’20: $1MQ3 ’20: $1MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202414.5K$3M+1.71%
Q3 202414.8K$3M+2.05%
Q2 202415.3K$3M+1.80%
Q1 202415.4K$3M+1.87%
Q4 202314.7K$3M+2.07%
Q3 202316.0K$3M+1.85%
Q2 202315.0K$3M+2.14%
Q1 202315.2K$3M+2.24%
Q4 202211.7K$2M+1.62%
Q3 202211.8K$3M+1.84%
Q2 202211.4K$3M+1.99%
Q1 202211.7K$3M+1.85%
Q4 202111.2K$3M+1.94%
Q3 202110.9K$3M+1.94%
Q2 202110.8K$3M+1.95%
Q1 202110.3K$2M+1.71%
Q4 202010.5K$2M+1.80%
Q3 20204.2K$1M+0.90%
Q2 20204.1K$1M+1.05%
Q1 20204.0K$918,000+0.80%
Q4 20194.0K$918,000+0.83%
Q3 20194.0K$886,000+0.86%
Q2 20196.5K$1M+1.35%
Q1 20196.4K$1M+1.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cox Capital Mgt LLC’s full portfolio or all institutional holders of AMT.