Position in AMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$305,058
-$24,742 QoQ
Shares Held
1,865
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,211
of 1,735 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Bison Wealth, LLC holds $878,850 across 3 REIT - Specialty names. AMT ranks #2 (34.7% of the industry book) .
All Filings in AMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,058 | 1,865 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $329,800 | 1,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,598 | 1,752 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $344,637 | 1,792 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||