Position in AHRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$232,287
+$56,436 QoQ
Shares Held
32,809
+2.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 195 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $101,256,040 across 11 REIT - Diversified names. AHRT ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
793,572 | $56,740,398 | |
| 2 | VICI |
Vici Properties Inc.
|
1,243,183 | $33,006,508 | |
| 3 | GNL |
Global Net Lease, Inc.
|
545,193 | $4,874,025 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
139,159 | $2,876,416 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
175,518 | $2,158,871 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
32,890 | $707,463 | |
| 7 | AAT |
American Assets Trust, Inc.
|
14,504 | $358,103 | |
| 8 | AHRT |
AH Realty Trust, Inc.
This page
|
32,809 | $232,287 |
All Filings in AHRT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,287 | 32,809 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $175,851 | 31,973 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $198,606 | 30,001 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $226,303 | 32,283 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $182,645 | 26,586 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $247,048 | 32,896 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $250,635 | 24,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $205,131 | 18,941 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $256,733 | 23,150 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $136,926 | 13,166 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $311,031 | 25,144 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,063 | 26,471 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $407,608 | 34,898 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $431,655 | 36,550 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $405,674 | 35,276 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $400,408 | 38,575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,817 | 37,992 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $440,379 | 30,163 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $398,672 | 26,194 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $297,963 | 22,286 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $112,464 | 11,303 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $164,491 | 15,373 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||