EP Wealth Advisors, LLC

Position in AHRT — AH Realty Trust, Inc.

CIK 1540569 TORRANCE, CA

Position in AHRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$85,483

-$21,098 QoQ

Shares Held

12,074

-22.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#139

of 195 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,537,076 across 4 REIT - Diversified names. AHRT ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	12,885	$921,277
2	VICI	Vici Properties Inc.	10,730	$284,881
3	BNL	Broadstone Net Lease, Inc.	11,874	$245,435
4	AHRT	AH Realty Trust, Inc. This page	12,074	$85,483

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,483	12,074	-22.2%	Shares	Sole	2026-08-12
2025-06-30	$106,581	15,514	-18.5%	Shares	Sole	2025-08-14
2025-03-31	$142,870	19,024	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.