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AHRT · AH Realty Trust, Inc.

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$6.79 +0.00 (+0.00%) At close · Aug 14
Market Cap
$506.49M
Shares
74.59M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding AHRT

141 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 2,972,724 $18,103,889 0.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,494,773 $13,721,252 0.00%
Invesco KBW Premium Yield Equity REIT ETF 1,701,886 $11,589,844 4.00%
iShares Russell 2000 ETF 1,999,750 $10,998,625 0.02%
Global X SuperDividend ETF 1,787,298 $10,884,645 0.85%
Putnam Core Equity Fund 1,745,174 $10,628,110 0.17%
Columbia Small Cap Value Discovery Fund 1,064,370 $6,482,013 0.29%
Fidelity Small Cap Index Fund 830,411 $5,057,203 0.02%
VANGUARD EXTENDED MARKET INDEX FUND 908,913 $4,999,022 0.01%
Schwab U.S. REIT ETF 564,017 $3,840,956 0.04%
iShares Russell 2000 Value ETF 687,664 $3,782,152 0.03%
VANGUARD REAL ESTATE II INDEX FUND 530,039 $3,227,938 0.03%
Fidelity Extended Market Index Fund 446,073 $3,037,757 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 411,638 $2,803,255 0.02%
Schwab U.S. Small-Cap ETF 383,048 $2,608,557 0.01%
iShares Core U.S. REIT ETF 257,538 $1,568,406 0.04%
SPDR(R) S & P 600 Small Cap ETF 127,042 $1,500,366 0.09%
Hoya Capital High Dividend Yield ETF 188,836 $1,285,973 1.23%
Nuveen Real Asset Income Fund 226,687 $1,246,779 0.11%
Columbia Variable Portfolio - Small Cap Value Fund 211,830 $1,165,065 0.29%
JPMorgan BetaBuilders MSCI US REIT ETF 166,544 $1,134,165 0.09%
Fidelity Real Estate Index Fund 178,049 $1,084,318 0.03%
Schwab Small-Cap Index Fund 176,853 $1,077,035 0.01%
Orinda Income Opportunities Fund 72,553 $1,065,078 0.67%
Fidelity Total Market Index Fund 152,401 $1,037,851 0.00%
Optimum Small-Mid Cap Value Fund 187,900 $1,033,450 0.14%
Fidelity Series Total Market Index Fund 125,553 $855,016 0.00%
Invesco RAFI US 1500 Small-Mid ETF 126,270 $768,984 0.03%
Two Oaks Diversified Growth and Income Fund 60,000 $752,400 2.53%
Master Small Cap Index Series 134,370 $739,035 0.02%
iShares Core S&P Total U.S. Stock Market ETF 134,040 $737,220 0.00%
Inspire Small/Mid Cap ETF 97,555 $664,350 0.21%
iShares FTSE NAREIT All Equity REIT Index Fund 103,939 $632,989 0.03%
AlphaCentric Real Income Fund 115,000 $632,500 1.47%
Nuveen Small Cap Blend Index Fund 97,361 $592,928 0.02%
Nuveen Real Asset Income and Growth Fund 104,889 $576,890 0.12%
Fidelity Small Cap Value Index Fund 104,475 $574,613 0.03%
Fidelity MSCI Real Estate Index ETF 90,776 $552,826 0.04%
DWS Global Small Cap Fund 85,429 $520,263 0.26%
EQ/2000 Managed Volatility Portfolio 86,069 $473,380 0.01%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 63,475 $432,265 0.03%
Nuveen ESG Small-Cap ETF 70,248 $427,810 0.03%
Small Cap Value Fund 75,583 $415,707 0.07%
Aristotle Small Cap Equity Fund 72,873 $400,802 0.35%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 72,742 $400,081 0.15%
Cornerstone Advisors Global Public Equity Fund 30,749 $399,737 0.09%
LVIP State Street Small-Cap Index Fund 53,200 $376,656 0.02%
Schwab U.S. Broad Market ETF 52,371 $356,647 0.00%
IQ U.S. Small Cap ETF 27,552 $329,522 0.19%
REAL ESTATE INDEX PORTFOLIO 59,121 $325,166 0.03%
Showing 1–50 of 141 positions
Key facts CIK 1569187 CUSIP 04208T108 13F (30d) 183 filings 182 filers Visit website Investor relations

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