Paragon Private Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1922684 LEXINGTON, KY

Position in AMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$385,206

-$57,978 QoQ

Shares Held

2,355

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,115

of 1,735 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Real Estate · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $1,923,691 across 3 REIT - Specialty names. AMT ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	6,373	$1,144,462
2	EQIX	Equinix Inc	378	$394,023
3	AMT	American Tower Corp /Ma/ This page	2,355	$385,206

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,206	2,355	-8.3%	Shares	Defined	2026-07-28
2026-03-31	$443,184	2,568	-5.3%	Shares	Sole	2026-05-19
2025-12-31	$476,320	2,713	-41.7%	Shares	Sole	2026-02-11
2025-09-30	$894,288	4,650	+4.9%	Shares	Sole	2025-11-03
2025-06-30	$980,002	4,434	-13.9%	Shares	Sole	2025-08-14
2025-03-31	$1,119,987	5,147	-19.1%	Shares	Defined	2025-05-15
2024-12-31	$1,167,404	6,365	+1.2%	Shares	Sole	2025-02-07
2024-09-30	$1,462,569	6,289	+6.9%	Shares	Sole	2024-11-07
2024-06-30	$1,143,343	5,882	+2.4%	Shares	Sole	2024-08-12
2024-03-31	$1,135,154	5,745	+0.8%	Shares	Sole	2024-05-13
2023-12-31	$1,230,084	5,698	+7.6%	Shares	Sole	2024-02-09
2023-09-30	$871,091	5,297	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$1,019,348	5,256	-1.1%	Shares	Sole	2023-08-03
2023-03-31	$1,085,862	5,314	+19.8%	Shares	Sole	2023-04-17
2022-12-31	$939,599	4,435	+15.6%	Shares	Sole	2023-02-13
2022-09-30	$823,374	3,835	+20.9%	Shares	Sole	2022-11-02
2022-06-30	$810,731	3,172	+0.1%	Shares	Sole	2022-07-18
2022-03-31	$796,367	3,170	+3.3%	Shares	Sole	2022-06-13
2021-12-31	$897,975	3,070	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.