Position in AHRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,027,803
+$229,170 QoQ
Shares Held
145,170
-0.0% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#51
of 195 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026American Capital Advisory, LLC holds $1,030,680 across 4 REIT - Diversified names. AHRT ranks #1 (99.7% of the industry book) .
All Filings in AHRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,803 | 145,170 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $798,633 | 145,206 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $966,202 | 145,952 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||