Parcion Private Wealth LLC

Position in AMT — American Tower Corp /Ma/

CIK 1801263 BELLEVUE, WA

Position in AMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$503,141

+$239,784 QoQ

Shares Held

3,076

+101.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,027

of 1,742 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Parcion Private Wealth LLC holds $21,639,510 across 4 REIT - Specialty names. AMT ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	571,278	$13,676,395
2	EQIX	Equinix Inc	6,780	$7,067,404
3	AMT	American Tower Corp /Ma/ This page	3,076	$503,141
4	IRM	Iron Mountain Inc	3,108	$392,570

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,141	3,076	+101.6%	Shares	Sole	2026-07-27
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.