Position in AHRT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$151,611
New position
Shares Held
21,414
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 34 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $14,536,031 across 7 REIT - Diversified names. AHRT ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
139,129 | $9,947,723 | |
| 2 | VICI |
Vici Properties Inc.
|
111,945 | $2,972,139 | |
| 3 | CTO |
CTO Realty Growth, Inc.
|
22,139 | $476,209 | |
| 4 | OLP |
One Liberty Properties Inc
|
18,591 | $453,992 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
20,072 | $414,888 | |
| 6 | AHRT |
AH Realty Trust, Inc.
This page
|
21,414 | $151,611 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
22,083 | $119,469 |
All Filings in AHRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,611 | 21,414 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||