Position in AHRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$32,593
-$35,149 QoQ
Shares Held
5,926
-42.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026CWM, LLC holds $32,059,861 across 15 REIT - Diversified names. AHRT ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
342,841 | $23,299,474 | |
| 2 | VICI |
Vici Properties Inc.
|
253,818 | $6,934,307 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
21,073 | $385,003 | |
| 4 | GNL |
Global Net Lease, Inc.
|
34,316 | $321,197 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
20,603 | $235,492 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
10,942 | $202,317 | |
| 7 | AAT |
American Assets Trust, Inc.
|
10,736 | $197,649 | |
| 8 | FVR |
FrontView REIT, Inc.
|
10,892 | $168,499 |
All Filings in AHRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,593 | 5,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $67,742 | 10,233 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $180,668 | 25,773 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $172,849 | 25,160 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,630 | 1,815 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,810 | 1,350 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,320 | 1,230 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,282 | 837 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,872 | 757 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,805 | 631 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,277 | 1,199 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $23,418 | 2,005 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,755 | 826 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $9,246 | 804 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $986 | 95 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,394 | 498 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,402 | 781 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,133 | 403 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||