Position in AMT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,718,652
+$2,011,808 QoQ
Shares Held
15,753
+291.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026NICOLET BANKSHARES INC holds $7,940,678 across 3 REIT - Specialty names. AMT ranks #2 (34.2% of the industry book) .
All Filings in AMT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,718,652 | 15,753 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $706,844 | 4,026 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,131,995 | 5,886 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,075,262 | 4,865 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,057,536 | 4,860 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,023,794 | 5,582 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,441,639 | 6,199 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,203,212 | 6,190 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,252,918 | 6,341 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,348,818 | 6,248 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $975,517 | 5,932 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,664,005 | 8,580 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,150,434 | 5,630 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,226,033 | 5,787 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,486,153 | 6,922 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,863,506 | 7,291 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,727,137 | 6,875 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,586,355 | 5,977 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,434,983 | 5,312 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,192,670 | 4,989 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $948,119 | 4,224 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $973,446 | 4,027 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,049,930 | 4,061 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $860,330 | 3,951 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||