Position in AMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$355,764
-$109,339 QoQ
Shares Held
2,175
-19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,142
of 1,735 holders
Holding Since
Mar 2020
23 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, 2026Capital Square, LLC holds $2,901,317 across 5 REIT - Specialty names. AMT ranks #3 (12.3% of the industry book) .
All Filings in AMT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,764 | 2,175 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $465,103 | 2,695 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $517,931 | 2,950 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,938,393 | 10,079 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,530,900 | 11,451 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,594,227 | 11,922 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,211,741 | 12,059 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,630,726 | 15,612 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,205,909 | 16,493 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,277,425 | 16,587 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,606,491 | 16,706 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,671,490 | 16,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,294,458 | 16,987 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,475,823 | 17,010 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,631,704 | 17,142 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,149,292 | 19,326 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,982,982 | 19,496 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,605,616 | 18,333 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $3,102,112 | 11,688 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,258,698 | 12,063 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,900,275 | 12,132 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,259,445 | 5,611 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $137,618 | 632 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||