Position in AMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$232,810
-$295,304 QoQ
Shares Held
1,349
-55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026EVOKE WEALTH, LLC holds $3,882,998 across 3 REIT - Specialty names. AMT ranks #3 (6.0% of the industry book) .
All Filings in AMT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,810 | 1,349 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $528,114 | 3,008 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $401,756 | 2,089 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $459,058 | 2,077 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $312,256 | 1,435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,979 | 1,472 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $320,235 | 1,377 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $316,539 | 1,602 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $246,346 | 1,498 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $295,176 | 1,522 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $367,198 | 1,797 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $415,669 | 1,962 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $103,270 | 481 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $132,140 | 517 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,312,875 | 5,226 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,025,278 | 3,863 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,043,820 | 3,864 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $94,189 | 394 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $49,156 | 219 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $33,117 | 137 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $34,644 | 134 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $33,969 | 156 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||