Position in AMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,107
-$6,384 QoQ
Shares Held
19
-65.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,687
of 1,735 holders
Holding Since
Mar 2021
20 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, 2026Mascoma Wealth Management LLC holds $7,166 across 3 REIT - Specialty names. AMT ranks #1 (43.4% of the industry book) .
All Filings in AMT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,107 | 19 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,491 | 55 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,778 | 50 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $23,078 | 120 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $26,522 | 120 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,112 | 120 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $44,935 | 245 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,256 | 229 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $46,456 | 239 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,718 | 34 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,339 | 34 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,591 | 34 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,593 | 34 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $37,189 | 182 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $38,134 | 180 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $38,431 | 179 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $45,495 | 178 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $44,717 | 178 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $52,020 | 196 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $46,616 | 195 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||