Position in AHRT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$88,577
+$27,280 QoQ
Shares Held
12,511
+12.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#136
of 195 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Quotient Wealth Partners, LLC holds $88,577 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
|
12,511 | $88,577 |
All Filings in AHRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,577 | 12,511 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $61,297 | 11,145 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||