Position in AHRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,558,129
-$782,020 QoQ
Shares Held
220,075
-48.3% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $777,081,344 across 15 REIT - Diversified names. AHRT ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
21,119,533 | $560,723,593 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,481,307 | $105,913,449 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,748,630 | $56,814,178 | |
| 4 | SAFE |
Safehold Inc.
|
861,555 | $13,526,411 | |
| 5 | AAT |
American Assets Trust, Inc.
|
516,647 | $12,756,012 | |
| 6 | GNL |
Global Net Lease, Inc.
|
1,005,152 | $8,986,055 | |
| 7 | JBGS |
JBG SMITH Properties
|
327,866 | $4,809,792 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
749,958 | $4,057,271 |
All Filings in AHRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,129 | 220,075 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,340,149 | 425,482 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,072,155 | 464,072 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,155,800 | 878,146 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,251,863 | 910,024 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,063,443 | 807,383 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,197,030 | 801,274 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $6,737,285 | 622,095 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $5,816,181 | 524,453 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $5,810,416 | 558,694 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $5,073,529 | 410,148 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $5,324,655 | 519,986 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,800,800 | 496,644 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $7,080,645 | 599,547 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $5,838,699 | 507,713 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,101,915 | 395,175 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,905,918 | 382,081 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,591,346 | 382,969 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $15,470,504 | 1,016,459 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,212,365 | 539,444 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,640,506 | 650,151 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,475,852 | 835,395 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,823,208 | 1,053,762 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $8,766,394 | 946,695 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,585,380 | 963,355 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $11,541,489 | 1,078,644 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||