Position in AMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,016,096
+$545,816 QoQ
Shares Held
6,212
+128.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#846
of 1,735 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $3,380,536 across 3 REIT - Specialty names. AMT ranks #2 (30.1% of the industry book) .
All Filings in AMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,096 | 6,212 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $470,280 | 2,725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $695,432 | 3,961 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,113,532 | 5,790 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $765,834 | 3,465 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $727,436 | 3,343 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $685,953 | 3,740 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $805,820 | 3,465 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $680,135 | 3,499 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $709,165 | 3,285 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $415,729 | 2,528 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $455,952 | 2,351 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $437,287 | 2,140 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $248,723 | 1,174 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||