AE Wealth Management LLC

Position in AHRT — AH Realty Trust, Inc.

CIK 1697723 TOPEKA, KS

Position in AHRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$179,732

+$51,447 QoQ

Shares Held

25,388

+8.8% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#104

of 195 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $1,846,517 across 5 REIT - Diversified names. AHRT ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	11,165	$798,294
2	VICI	Vici Properties Inc.	13,134	$348,701
3	GNL	Global Net Lease, Inc.	35,445	$316,875
4	SAFE	Safehold Inc.	12,925	$202,915
5	AHRT	AH Realty Trust, Inc. This page	25,388	$179,732

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,732	25,388	+8.8%	Shares	Other	2026-08-03
2026-03-31	$128,285	23,326	+17.1%	Shares	Other	2026-05-13
2025-12-31	$131,847	19,918	+0.2%	Shares	Other	2026-01-26
2025-09-30	$139,370	19,883	—	Shares	Other	2025-11-03
No filing history on record for this holder in this stock.