True Wealth Design, LLC

Position in AHRT — AH Realty Trust, Inc.

CIK 1966033 AKRON, OH

Position in AHRT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$9,954

+$2,419 QoQ

Shares Held

1,406

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#169

of 195 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

True Wealth Design, LLC holds $87,260 across 11 REIT - Diversified names. AHRT ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	664	$47,476
2	VICI	Vici Properties Inc.	591	$15,691
3	AHRT	AH Realty Trust, Inc. This page	1,406	$9,954
4	GOOD	Gladstone Commercial Corp	342	$4,206
5	SAFE	Safehold Inc.	245	$3,846
6	ESRT	Empire State Realty Trust, Inc.	417	$2,255
7	FVR	FrontView REIT, Inc.	85	$1,719
8	AAT	American Assets Trust, Inc.	60	$1,481

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,954	1,406	+2.6%	Shares	Sole	2026-07-16
2026-03-31	$7,535	1,370	-15.3%	Shares	Sole	2026-04-13
2025-12-31	$10,704	1,617	-23.1%	Shares	Sole	2026-01-08
2025-09-30	$14,749	2,104	+1.7%	Shares	Sole	2025-10-21
2025-06-30	$14,214	2,069	+90.3%	Shares	Sole	2025-08-06
2025-03-31	$8,163	1,087	+7.4%	Shares	Sole	2025-05-13
2024-12-31	$10,352	1,012	+1.8%	Shares	Sole	2025-02-14
2024-09-30	$10,765	994	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$10,823	976	+2.1%	Shares	Sole	2024-08-14
2024-03-31	$9,942	956	+1.5%	Shares	Sole	2024-05-14
2023-12-31	$11,652	942	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$9,461	924	+1.7%	Shares	Sole	2023-11-13
2023-06-30	$10,617	909	+1.7%	Shares	Sole	2023-08-14
2023-03-31	$10,558	894	+1.6%	Shares	Sole	2023-05-12
2022-12-31	$10,120	880	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.