Position in AMT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,089
-$225 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,677
of 1,735 holders
Holding Since
Dec 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, 2026Copia Wealth Management holds $85,526 across 4 REIT - Specialty names. AMT ranks #3 (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 | $4,089 | 25 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,314 | 25 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,389 | 25 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,808 | 25 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,525 | 25 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,440 | 25 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,585 | 25 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||