Position in AHRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,118,653
+$432,006 QoQ
Shares Held
158,002
+26.6% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $100,169,545 across 16 REIT - Diversified names. AHRT ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,866,483 | $49,555,120 | |
| 2 | WPC |
W. P. Carey Inc.
|
420,900 | $30,094,348 | |
| 3 | JBGS |
JBG SMITH Properties
|
497,019 | $7,291,267 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
170,082 | $3,515,593 | |
| 5 | OLP |
One Liberty Properties Inc
|
74,116 | $1,809,911 | |
| 6 | GNL |
Global Net Lease, Inc.
|
190,961 | $1,707,189 | |
| 7 | AHRT |
AH Realty Trust, Inc.
This page
|
158,002 | $1,118,653 | |
| 8 | AAT |
American Assets Trust, Inc.
|
44,162 | $1,090,359 |
All Filings in AHRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,653 | 158,002 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $686,647 | 124,845 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,243,440 | 187,831 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,199,578 | 171,124 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,089,176 | 158,541 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,115,136 | 148,487 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,345,408 | 131,516 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,236,526 | 114,176 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,224,601 | 110,424 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,061,194 | 102,038 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,217,230 | 98,402 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $998,009 | 97,462 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,260,130 | 107,888 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,066,405 | 90,297 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $898,171 | 78,102 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $752,548 | 72,500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $918,867 | 71,563 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,674,502 | 114,692 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,954,459 | 128,414 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,393,582 | 552,998 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,238,258 | 469,395 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,674,160 | 452,485 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,520,973 | 581,192 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,736,059 | 619,445 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $6,633,484 | 666,682 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,026,250 | 656,659 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||