Position in AMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$560,717
-$37,445 QoQ
Shares Held
3,428
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,001
of 1,735 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Jun 30, 2026CallValue
$16,357
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $2,605,673 across 4 REIT - Specialty names. AMT ranks #2 (21.5% of the industry book) .
All Filings in AMT
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,357 | 100 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $560,717 | 3,428 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $17,036 | 10,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $598,162 | 3,466 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $35,114 | 200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $680,860 | 3,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $771,203 | 4,010 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,115,266 | 5,046 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,926,808 | 21,410 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $6,438,888 | 27,687 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,600,865 | 28,814 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,264,399 | 41,826 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,789,770 | 40,716 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $6,878,285 | 41,826 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $8,400,511 | 43,315 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,837,909 | 43,251 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $11,577,725 | 54,648 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $12,454,960 | 58,011 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $6,667,320 | 26,086 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,870,363 | 27,348 | Shares | Other | 2022-05-02 | |
| 2021-09-30 | $8,010,073 | 30,180 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $7,983,987 | 29,555 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $6,037,219 | 25,254 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,877,321 | 17,274 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $16,497,103 | 68,246 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $8,505,964 | 32,900 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,125,021 | 9,759 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||