Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,832,311
+$20,739 QoQ
Shares Held
11,202
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#694
of 1,735 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $2,437,149 across 3 REIT - Specialty names. AMT ranks #1 (75.2% of the industry book) .
All Filings in AMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,311 | 11,202 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,811,572 | 10,497 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $242,458 | 1,097 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $200,409 | 921 | Shares | Sole | 2025-04-25 | |
| 2022-12-31 | $243,215 | 1,148 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $365,419 | 1,702 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $434,247 | 1,699 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $429,586 | 1,710 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $379,005 | 1,428 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $349,291 | 1,293 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $258,901 | 1,083 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||