Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,512,037
+$210,613 QoQ
Shares Held
9,244
+22.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#747
of 1,735 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Ascent Group, LLC holds $4,731,664 across 4 REIT - Specialty names. AMT ranks #2 (32.0% of the industry book) .
All Filings in AMT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,037 | 9,244 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,301,424 | 7,541 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,381,383 | 7,868 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $1,642,408 | 8,540 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $792,797 | 3,587 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $2,772,439 | 12,741 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,924,704 | 10,494 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $2,462,112 | 10,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,968,486 | 10,127 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,835,018 | 9,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,909,890 | 8,847 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,000,842 | 6,086 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $915,784 | 4,722 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $311,414 | 1,524 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $218,851 | 1,033 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $248,689 | 973 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||