Position in AHRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,832,000
+$412,424 QoQ
Shares Held
400,000
-9.1% QoQ
Ownership
0.536%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#29
of 195 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Adams Asset Advisors, LLC holds $9,330,063 across 2 REIT - Diversified names. AHRT ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
90,882 | $6,498,063 | |
| 2 | AHRT |
AH Realty Trust, Inc.
This page
|
400,000 | $2,832,000 |
All Filings in AHRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,832,000 | 400,000 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,419,576 | 439,923 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,713,690 | 409,923 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,102,460 | 299,923 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,513,055 | 220,241 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,654,009 | 220,241 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,995,668 | 195,080 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,542,181 | 142,399 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $974,245 | 87,849 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $329,243 | 31,658 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||