Position in AMT
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$22,736
-$1,080 QoQ
Shares Held
139
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,570
of 1,735 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $474,345 across 5 REIT - Specialty names. AMT ranks #4 (4.8% 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 | $22,736 | 139 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $23,816 | 138 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $24,053 | 137 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $26,155 | 136 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $29,837 | 135 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $29,376 | 135 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $31,913 | 174 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||