Position in AHRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,216,804
+$1,192,391 QoQ
Shares Held
313,108
+68.1% QoQ
Ownership
0.420%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026UBS Group AG holds $268,718,367 across 16 REIT - Diversified names. AHRT ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
2,019,951 | $144,426,495 | |
| 2 | VICI |
Vici Properties Inc.
|
3,018,224 | $80,133,844 | |
| 3 | AAT |
American Assets Trust, Inc.
|
418,648 | $10,336,418 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
445,934 | $9,217,454 | |
| 5 | JBGS |
JBG SMITH Properties
|
514,039 | $7,540,951 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
247,443 | $5,322,497 | |
| 7 | GNL |
Global Net Lease, Inc.
|
510,446 | $4,563,386 | |
| 8 | AHRT |
AH Realty Trust, Inc.
This page
|
313,108 | $2,216,804 |
All Filings in AHRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,216,804 | 313,108 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,024,413 | 186,257 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,451,520 | 219,263 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,279,488 | 467,830 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $877,394 | 127,714 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $612,943 | 81,617 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $569,923 | 55,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,161,344 | 107,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $908,259 | 81,899 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $952,670 | 91,603 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $997,491 | 80,638 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $435,312 | 42,511 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $952,304 | 81,533 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $899,802 | 76,190 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $477,019 | 41,480 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $353,261 | 34,033 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $52,617 | 4,098 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $917,726 | 62,858 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $721,488 | 47,404 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $285,047 | 21,320 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $93,255 | 7,017 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $311,141 | 24,812 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $179,967 | 16,040 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $157,790 | 17,040 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $398,198 | 40,020 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $545,838 | 51,013 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||