Position in AHRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,086
+$3,911 QoQ
Shares Held
5,097
-12.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $20,028,165 across 16 REIT - Diversified names. AHRT ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
197,419 | $14,115,458 | |
| 2 | VICI |
Vici Properties Inc.
|
112,660 | $2,991,122 | |
| 3 | GNL |
Global Net Lease, Inc.
|
197,410 | $1,764,844 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
15,203 | $314,245 | |
| 5 | OLP |
One Liberty Properties Inc
|
10,422 | $254,505 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
15,864 | $195,126 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
7,303 | $157,086 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
19,399 | $104,947 |
All Filings in AHRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,086 | 5,097 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,175 | 5,850 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,984 | 6,342 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $64,786 | 9,242 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $61,733 | 8,986 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $58,149 | 7,743 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $44,950 | 4,394 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $48,019 | 4,434 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $23,665 | 2,134 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,941 | 1,629 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $135,091 | 10,921 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $291,623 | 28,479 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $233,002 | 19,949 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $271,947 | 23,027 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $280,830 | 24,420 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $242,080 | 23,322 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $281,207 | 21,901 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $329,243 | 22,551 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $351,246 | 23,078 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $300,489 | 22,475 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $23,748 | 1,787 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $14,809 | 1,181 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $18,815 | 1,677 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $11,018 | 1,190 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,336 | 2,647 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $186,187 | 17,401 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||