Position in AMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$324,195
-$61,003 QoQ
Shares Held
1,982
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,190
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $5,308,511 across 3 REIT - Specialty names. AMT ranks #3 (6.1% of the industry book) .
All Filings in AMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,195 | 1,982 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $385,198 | 2,232 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $399,246 | 2,274 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $700,814 | 3,644 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,163,449 | 5,264 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,284,057 | 5,901 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,131,639 | 6,170 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,462,802 | 6,290 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,535,990 | 7,902 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,810,912 | 9,165 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,110,658 | 9,777 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,891,668 | 11,503 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,108,082 | 16,026 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,334,624 | 16,319 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,465,394 | 16,357 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,334,003 | 10,871 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,779,285 | 10,874 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,688,807 | 10,703 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $2,670,024 | 10,060 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,250,266 | 8,330 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,301,920 | 5,446 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $909,063 | 4,050 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $589,821 | 2,440 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $466,664 | 1,805 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $393,038 | 1,805 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||