Focus Partners Wealth

Position in AHRT — AH Realty Trust, Inc.

CIK 1542153 ST LOUIS, MO

Position in AHRT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$61,072

-$16,220 QoQ

Shares Held

11,104

+0.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 3.134005763688761.ToString("F0")% Shared 0.ToString("F0")% None 96.86599423631124.ToString("F0")%

Real Estate · as of Mar 31, 2026

Focus Partners Wealth holds $57,039,757 across 4 REIT - Diversified names. AHRT ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	1,507,415	$41,182,577
2	WPC	W. P. Carey Inc.	208,143	$14,145,398
3	GNL	Global Net Lease, Inc.	176,358	$1,650,710
4	AHRT	AH Realty Trust, Inc. This page	11,104	$61,072

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$61,072	11,104	+0.7%	Shares	Sole	2026-05-15
2025-09-30	$77,292	11,026	-28.2%	Shares	Sole	2025-11-14
2025-06-30	$105,461	15,351	+14.5%	Shares	Sole	2025-08-14
2025-03-31	$100,649	13,402	+0.5%	Shares	Sole	2025-05-20
2024-12-31	$136,386	13,332	+28.2%	Shares	Sole	2025-05-29
2024-09-30	$112,642	10,401	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$113,872	10,268	+0.3%	Shares	Sole	2024-08-15
2024-03-31	$106,423	10,233	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.