Position in AMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$24,535
-$1,352 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,562
of 1,735 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ATWOOD & PALMER INC holds $1,225,964 across 3 REIT - Specialty names. AMT ranks #2 (2.0% 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 | $24,535 | 150 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $25,887 | 150 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $26,335 | 150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,848 | 150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $80,451 | 364 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $120,332 | 553 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $83,084 | 453 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $105,349 | 453 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $88,054 | 453 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $89,508 | 453 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $97,793 | 453 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $76,633 | 466 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $90,376 | 466 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $92,566 | 453 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $95,972 | 453 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $97,259 | 453 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $164,344 | 643 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $224,339 | 893 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $214,982 | 810 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $218,813 | 810 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $148,217 | 620 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $139,165 | 620 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $149,872 | 620 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $160,294 | 620 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $135,005 | 620 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||