Avion Wealth

Position in AMT — American Tower Corp /Ma/

CIK 1792704 THE WOODLANDS, TX

Position in AMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$14,557

-$4,254 QoQ

Shares Held

-18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,611

of 1,740 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avion Wealth holds $177,484 across 13 REIT - Specialty names. AMT ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	683	$86,269
2	EQIX	Equinix Inc	26	$27,102
3	DLR	Digital Realty Trust, Inc.	91	$16,341
4	AMT	American Tower Corp /Ma/ This page	89	$14,557
5	CCI	Crown Castle Inc.	96	$7,270
6	UNIT	Uniti Group Inc.	602	$6,904
7	RYN	Rayonier Inc	250	$5,320
8	WY	Weyerhaeuser Co	217	$5,194

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,557	89	-18.3%	Shares	Sole	2026-07-31
2026-03-31	$18,811	109	+19.8%	Shares	Sole	2026-05-01
2025-12-31	$15,976	91	+33.8%	Shares	Sole	2026-01-23
2025-09-30	$13,077	68	-13.9%	Shares	Sole	2025-10-24
2025-06-30	$17,460	79	+43.6%	Shares	Sole	2025-07-31
2025-03-31	$10	55	0.0%	Shares	Sole	2025-05-09
2024-12-31	$10,087	55	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$13,255	57	+9.6%	Shares	Sole	2024-10-18
2024-06-30	$10,107	52	+67.7%	Shares	Sole	2024-07-26
2024-03-31	$7	31	-3.1%	Shares	Sole	2024-05-03
2023-12-31	$6,908	32	+190.9%	Shares	Sole	2024-01-26
2023-09-30	$494	11	-35.3%	Shares	Sole	2023-10-20
2023-06-30	$3,296	17	+21.4%	Shares	Sole	2023-07-14
2022-06-30	$3,578	14	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.