Position in AMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$38,757
+$13,906 QoQ
Shares Held
237
+64.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,517
of 1,735 holders
Holding Since
Sep 2024
7 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, 2026Ascentis Wealth Management, LLC holds $10,461,904 across 3 REIT - Specialty names. AMT ranks #3 (0.4% of the industry book) .
All Filings in AMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,757 | 237 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $24,851 | 144 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $8,267 | 43 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,210 | 10 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,740 | 8 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,483 | 19 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,975 | 30 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||