Position in AMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$268,418
-$18,064 QoQ
Shares Held
1,641
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,279
of 1,735 holders
Holding Since
Mar 2020
25 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, 2026HHM Wealth Advisors, LLC holds $549,304 across 5 REIT - Specialty names. AMT ranks #1 (48.9% of the industry book) .
All Filings in AMT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,418 | 1,641 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $286,482 | 1,660 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $277,751 | 1,582 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $442,336 | 2,300 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $574,873 | 2,601 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $569,676 | 2,618 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $480,167 | 2,618 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $132,094 | 568 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $107,103 | 551 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $180,794 | 915 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $197,530 | 915 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $150,471 | 915 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $112,097 | 578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186,358 | 912 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $190,250 | 898 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $176,268 | 821 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $357,314 | 1,398 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $358,239 | 1,426 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $267,798 | 1,009 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $272,571 | 1,009 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $235,952 | 987 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $221,542 | 987 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $238,587 | 987 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $258,281 | 999 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $234,081 | 1,075 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||