Position in AMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$18,646
-$15,870 QoQ
Shares Held
114
-43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,581
of 1,732 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $36,866 across 3 REIT - Specialty names. AMT ranks #1 (50.6% of the industry book) .
All Filings in AMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,646 | 114 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,516 | 200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $35,114 | 200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $38,464 | 200 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $44,204 | 200 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,520 | 200 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,682 | 200 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $47,442 | 204 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $38,876 | 200 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $39,913 | 202 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $43,176 | 200 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||