Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$342,024
-$58,534 QoQ
Shares Held
2,091
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,161
of 1,735 holders
Holding Since
Mar 2023
14 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, 2026HBK Sorce Advisory LLC holds $834,224 across 3 REIT - Specialty names. AMT ranks #1 (41.0% of the industry book) .
All Filings in AMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,024 | 2,091 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $400,558 | 2,321 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $351,666 | 2,003 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $295,980 | 1,539 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $345,012 | 1,561 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $321,395 | 1,477 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $327,020 | 1,783 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $333,956 | 1,436 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $298,178 | 1,534 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $280,182 | 1,418 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $298,777 | 1,384 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $235,163 | 1,430 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $220,121 | 1,135 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $246,229 | 1,205 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||