Position in AHRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$85,653
-$4,239 QoQ
Shares Held
12,098
-26.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 195 holders
Holding Since
Mar 2026
2 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $401,754 across 2 REIT - Diversified names. AHRT ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
4,421 | $316,101 | |
| 2 | AHRT |
AH Realty Trust, Inc.
This page
|
12,098 | $85,653 |
All Filings in AHRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,653 | 12,098 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $89,892 | 16,344 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||