Allworth Financial LP

Position in AHRT — AH Realty Trust, Inc.

CIK 1555170 FOLSOM, CA

Position in AHRT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,952

+$1,430 QoQ

Shares Held

417

+81.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#180

of 195 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Allworth Financial LP holds $9,526,004 across 13 REIT - Diversified names. AHRT ranks #11 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	126,552	$9,048,468
2	VICI	Vici Properties Inc.	9,842	$261,305
3	GNL	Global Net Lease, Inc.	6,951	$62,141
4	AAT	American Assets Trust, Inc.	1,538	$37,973
5	OLP	One Liberty Properties Inc	1,433	$34,993
6	CTO	CTO Realty Growth, Inc.	885	$19,036
7	ESRT	Empire State Realty Trust, Inc.	3,260	$17,636
8	SAFE	Safehold Inc.	1,101	$17,285

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,952	417	+81.3%	Shares	Sole	2026-08-11
2025-12-31	$1,522	230	-36.8%	Shares	Sole	2026-02-05
2025-09-30	$2,551	364	+15.6%	Shares	Sole	2025-12-02
2025-06-30	$2,164	315	+50.7%	Shares	Sole	2025-08-07
2025-03-31	$1,569	209	+46.2%	Shares	Sole	2025-04-30
2024-12-31	$1,462	143	-23.9%	Shares	Sole	2025-01-30
2024-09-30	$2,036	188	0.0%	Shares	Sole	2024-10-23
2024-06-30	$2,084	188	+45.7%	Shares	Sole	2024-07-24
2024-03-31	$1,341	129	0.0%	Shares	Sole	2024-04-25
2023-12-31	$1,595	129	-66.3%	Shares	Sole	2024-01-24
2023-09-30	$3,921	383	+50.8%	Shares	Sole	2023-10-31
2023-06-30	$2,966	254	0.0%	Shares	Sole	2023-07-18
2023-03-31	$2,999	254	0.0%	Shares	Sole	2023-04-18
2022-12-31	$2,921	254	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.