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Sound Income Strategies, LLC

Position in AHRT — AH Realty Trust, Inc.

CIK 1730960 Ft Lauderdale, FL

Position in AHRT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$148,984
+$36,586 QoQ
Shares Held
21,043
+3.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 195 holders
Holding Since
Mar 2020
11 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, 2026

Sound Income Strategies, LLC holds $19,443,877 across 2 REIT - Diversified names. AHRT ranks #2 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AHRT
AH Realty Trust, Inc.
This page
21,043 $148,984

All Filings in AHRT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $148,984 21,043
2026-03-31 $112,398 20,436
2025-12-31 $149,307 22,554
2025-09-30 $161,244 23,002
2025-06-30 $8,138,682 1,184,670
2025-03-31 $10,518,363 1,400,581
2024-12-31 $9,049,273 884,582
2020-12-31 $3,702 330
2020-09-30 $3,055 330
2020-06-30 $3,283 330
2020-03-31 $3,531 330