Position in AHRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$61,495
-$197,300 QoQ
Shares Held
11,181
-71.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026Creative Planning holds $51,560,507 across 10 REIT - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,016,173 | $26,979,393 | |
| 2 | WPC |
W. P. Carey Inc.
|
169,979 | $12,153,498 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,732 | $8,820,550 | |
| 4 | AAT |
American Assets Trust, Inc.
|
36,617 | $904,072 | |
| 5 | OLP |
One Liberty Properties Inc
|
29,263 | $714,602 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
21,710 | $466,981 | |
| 7 | GNL |
Global Net Lease, Inc.
|
50,636 | $452,685 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
36,397 | $447,682 |
All Filings in AHRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,495 | 11,181 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $258,795 | 39,093 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $485,357 | 69,238 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $338,799 | 49,316 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $27,232 | 2,662 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||