Position in AHRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$123,149
+$62,077 QoQ
Shares Held
17,394
+56.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 195 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $60,246,630 across 8 REIT - Diversified names. AHRT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,592,663 | $42,285,202 | |
| 2 | WPC |
W. P. Carey Inc.
|
218,886 | $15,650,349 | |
| 3 | GNL |
Global Net Lease, Inc.
|
172,783 | $1,544,680 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
11,971 | $257,496 | |
| 5 | SAFE |
Safehold Inc.
|
12,330 | $193,581 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
10,301 | $126,702 | |
| 7 | AHRT |
AH Realty Trust, Inc.
This page
|
17,394 | $123,149 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
12,102 | $65,471 |
All Filings in AHRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,149 | 17,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $61,072 | 11,104 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $77,292 | 11,026 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,461 | 15,351 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,649 | 13,402 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $136,386 | 13,332 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $112,642 | 10,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $113,872 | 10,268 | 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. | ||||||