Perigon Wealth Management, LLC
Position in AMT — American Tower Corp /Ma/
CIK 1575239
SAN FRANCISCO, CA
Position in AMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,062,714
-$38,864 QoQ
Shares Held
6,497
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#831
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $18,496,118 across 9 REIT - Specialty names. AMT ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
13,921 | $14,511,111 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
6,497 | $1,062,714 | |
| 3 | FRMI |
Fermi Inc.
|
81,112 | $742,985 | |
| 4 | IRM |
Iron Mountain Inc
|
4,276 | $540,101 | |
| 5 | SBAC |
Sba Communications Corp
|
2,462 | $434,444 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
11,011 | $360,720 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
7,159 | $318,790 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
1,761 | $316,240 |
All Filings in AMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,714 | 6,497 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,101,578 | 6,383 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,237,592 | 7,049 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,015,064 | 5,278 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,209,642 | 5,473 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,099,750 | 5,054 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $920,351 | 5,018 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,394,429 | 5,996 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,091,638 | 5,616 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,257,660 | 6,365 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,694,873 | 7,851 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,527,082 | 9,286 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,801,896 | 9,291 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,954,307 | 9,564 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,201,860 | 10,393 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $556,287 | 2,591 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $621,339 | 2,431 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $521,030 | 2,074 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $438,988 | 1,654 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $401,968 | 1,488 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $332,532 | 1,391 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $279,228 | 1,244 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $301,437 | 1,247 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $276,120 | 1,068 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $261,735 | 1,202 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||