Position in AHRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$126,349
+$17,845 QoQ
Shares Held
17,846
-9.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#122
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, 2026Able Wealth Management LLC holds $126,349 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
|
17,846 | $126,349 |
All Filings in AHRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,349 | 17,846 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $108,504 | 19,728 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||