Position in AMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,913
-$22,263 QoQ
Shares Held
1,858
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,213
of 1,735 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,959,719 across 5 REIT - Specialty names. AMT ranks #5 (15.5% of the industry book) .
All Filings in AMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,913 | 1,858 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $326,176 | 1,890 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $241,938 | 1,258 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $414,633 | 1,876 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $1,529,187 | 7,867 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,645,727 | 8,329 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||