EverSource Wealth Advisors, LLC

Position in AHRT — AH Realty Trust, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in AHRT

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$13,699

+$1,844 QoQ

Shares Held

2,491

+39.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $563,914 across 13 REIT - Diversified names. AHRT ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	9,903	$270,544
2	BNL	Broadstone Net Lease, Inc.	7,075	$129,254
3	JBGS	JBG SMITH Properties	3,081	$45,010
4	GNL	Global Net Lease, Inc.	3,040	$28,450
5	AAT	American Assets Trust, Inc.	1,482	$27,278
6	OLP	One Liberty Properties Inc	838	$17,979
7	AHRT	AH Realty Trust, Inc. This page	2,491	$13,699
8	GOOD	Gladstone Commercial Corp	1,082	$12,365

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,699	2,491	+39.1%	Shares	Sole	2026-05-18
2025-12-31	$11,855	1,791	-35.0%	Shares	Sole	2026-02-06
2025-09-30	$19,304	2,754	-1.1%	Shares	Sole	2025-11-10
2025-06-30	$19,125	2,784	+1064.9%	Shares	Sole	2025-08-13
2025-03-31	$1,794	239	+24.5%	Shares	Sole	2025-05-13
2024-12-31	$1,963	192	+5.5%	Shares	Sole	2025-02-10
2024-09-30	$1,971	182	0.0%	Shares	Sole	2024-11-08
2024-06-30	$2,018	182	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,892	182	+35.8%	Shares	Sole	2024-06-11
2023-12-31	$1,657	134	-60.8%	Shares	Sole	2024-02-09
2022-09-30	$3,549	342	-25.0%	Shares	Sole	2022-11-07
2022-06-30	$5,855	456	0.0%	Shares	Sole	2022-08-01
2022-03-31	$6,657	456	0.0%	Shares	Sole	2022-05-25
2021-12-31	$6,940	456	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.