Position in AMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$228,343
+$171,392 QoQ
Shares Held
1,396
+323.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,349
of 1,735 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $736,268 across 3 REIT - Specialty names. AMT ranks #2 (31.0% 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 | $228,343 | 1,396 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $56,951 | 330 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,839 | 113 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,732 | 165 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||