Position in AHRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,245,672
+$1,616,972 QoQ
Shares Held
1,023,400
0.0% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
5.90%
of 13F equity value
Holder Rank
#18
of 195 holders
Holding Since
Sep 2025
4 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, 2026Berman McAleer LLC holds $7,245,672 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
|
1,023,400 | $7,245,672 |
All Filings in AHRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,245,672 | 1,023,400 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,628,700 | 1,023,400 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,774,908 | 1,023,400 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,174,034 | 1,023,400 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||