Occidental Asset Management, LLC
Position in AHRT — AH Realty Trust, Inc.
CIK 1770994
Burlingame, CA
Position in AHRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$83,359
New position
Shares Held
11,774
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 195 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Occidental Asset Management, LLC holds $83,359 across 1 REIT - Diversified name. AHRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
This page
|
11,774 | $83,359 |
All Filings in AHRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,359 | 11,774 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||