Position in AMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$29,442
-$1,622 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,548
of 1,735 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $1,308,424 across 6 REIT - Specialty names. AMT ranks #2 (2.3% of the industry book) .
All Filings in AMT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,442 | 180 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $31,064 | 180 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $31,602 | 180 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $34,617 | 180 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $39,783 | 180 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $39,820 | 183 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $33,013 | 180 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $41,860 | 180 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $34,988 | 180 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $37,542 | 190 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $45,334 | 210 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $101,465 | 617 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $99,297 | 512 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $36,781 | 180 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $38,134 | 180 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $38,646 | 180 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $46,006 | 180 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $410,744 | 1,635 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $386,570 | 1,431 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $43,030 | 180 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $40,402 | 180 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||