Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$633,343
-$62,154 QoQ
Shares Held
3,872
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#972
of 1,735 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026XXI WEALTH, LLC holds $1,902,293 across 3 REIT - Specialty names. AMT ranks #2 (33.3% of the industry book) .
All Filings in AMT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,343 | 3,872 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $695,497 | 4,030 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $762,851 | 4,345 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||