Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$24,699
-$1,360 QoQ
Shares Held
151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,561
of 1,735 holders
Holding Since
Jun 2021
12 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, 2026SOA Wealth Advisors, LLC. holds $64,019 across 3 REIT - Specialty names. AMT ranks #2 (38.6% of the industry book) .
All Filings in AMT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,699 | 151 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,059 | 151 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $26,335 | 150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $39,425 | 205 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $33,153 | 150 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $32,640 | 150 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $27,511 | 150 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $34,884 | 150 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $29,157 | 150 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $29,638 | 150 | Shares | Sole | 2024-04-10 | |
| 2021-09-30 | $22,825 | 86 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $23,232 | 86 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||