Position in AHRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,262,958
+$565,998 QoQ
Shares Held
178,384
+40.8% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#47
of 195 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $2,079,982 across 3 REIT - Diversified names. AHRT ranks #1 (60.7% of the industry book) .
All Filings in AHRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,958 | 178,384 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $696,960 | 126,720 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $644,073 | 97,292 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $595,597 | 84,964 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $504,608 | 73,451 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $286,258 | 38,117 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||