Parcion Private Wealth LLC

Position in AMT — American Tower Corp /Ma/

CIK 1801263 BELLEVUE, WA

Position in AMT

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$263,357

-$207,521 QoQ

Shares Held

1,526

-43.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Parcion Private Wealth LLC holds $20,948,922 across 4 REIT - Specialty names. AMT ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	568,674	$13,892,705
2	EQIX	Equinix Inc	6,652	$6,520,556
3	IRM	Iron Mountain Inc	2,666	$272,304
4	AMT	American Tower Corp /Ma/ This page	1,526	$263,357

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$263,357	1,526	-43.1%	Shares	Sole	2026-04-22
2025-12-31	$470,878	2,682	+84.3%	Shares	Sole	2026-01-26
2024-12-31	$266,861	1,455	+7.6%	Shares	Other	2025-02-03
2024-09-30	$314,420	1,352	0.0%	Shares	Other	2024-10-23
2024-06-30	$262,800	1,352	+70.9%	Shares	Other	2024-08-06
2022-06-30	$202,170	791	-27.0%	Shares	Other	2022-08-12
2022-03-31	$272,322	1,084	-7.4%	Shares	Other	2022-05-06
2021-09-30	$310,529	1,170	+5.8%	Shares	Other	2021-11-15
2021-06-30	$298,774	1,106	0.0%	Shares	Sole	2021-07-30
2021-03-31	$264,400	1,106	+24.7%	Shares	Sole	2021-04-08
2020-09-30	$214,414	887	-7.6%	Shares	Sole	2020-10-20
2020-06-30	$248,198	960	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.