Position in AMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$654
-$7,457 QoQ
Shares Held
4
-91.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,722
of 1,735 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $8,089 across 4 REIT - Specialty names. AMT ranks #4 (8.1% of the industry book) .
All Filings in AMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,111 | 47 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $351 | 2 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $16,134 | 73 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $8,704 | 40 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $11,004 | 60 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||