Position in AMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,458,784
-$135,438 QoQ
Shares Held
15,032
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#615
of 1,735 holders
Holding Since
Dec 2023
11 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, 2026Lummis Asset Management, LP holds $6,340,678 across 3 REIT - Specialty names. AMT ranks #2 (38.8% 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 | $2,458,784 | 15,032 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,594,222 | 15,032 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,639,168 | 15,032 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,890,954 | 15,032 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,322,372 | 15,032 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,270,963 | 15,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,203,120 | 12,012 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,793,510 | 12,012 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,334,892 | 12,012 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,373,451 | 12,012 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $3,245,108 | 15,032 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||