Position in AMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,924,564
+$294,374 QoQ
Shares Held
11,766
+24.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#679
of 1,735 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Derivatives in AMT
reported options exposure · as of Dec 31, 2025CallValue
$877
CallShares
5
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Royal Fund Management, LLC holds $18,462,248 across 4 REIT - Specialty names. AMT ranks #4 (10.4% of the industry book) .
All Filings in AMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,564 | 11,766 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,630,190 | 9,446 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $877 | 5 | Call | Sole | 2026-01-15 | |
| 2025-12-31 | $1,518,329 | 8,648 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,619,911 | 8,423 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $4 | 5 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $110,510 | 500 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $1,208,758 | 5,469 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,275,571 | 5,862 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $152,320 | 700 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $889,905 | 4,852 | Shares | Sole | 2025-01-16 | |
| 2024-12-31 | $110,046 | 600 | Call | Sole | 2025-01-16 | |
| 2024-09-30 | $139,536 | 600 | Call | Sole | 2024-10-08 | |
| 2024-09-30 | $990,007 | 4,257 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,507,611 | 7,756 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $118,554 | 600 | Call | Sole | 2024-04-11 | |
| 2024-03-31 | $801,029 | 4,054 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $129,528 | 600 | Call | Sole | 2024-02-06 | |
| 2023-12-31 | $862,872 | 3,997 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,170,390 | 7,117 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,094,791 | 5,645 | Shares | Sole | 2023-07-12 | |
| 2023-06-30 | $116,364 | 600 | Call | Sole | 2023-07-12 | |
| 2020-03-31 | $18,291 | 84 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||