Position in AHRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,207,828
+$940,713 QoQ
Shares Held
594,326
+0.1% QoQ
Ownership
0.797%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#24
of 195 holders
Holding Since
Jun 2024
9 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, 2026Clearstead Advisors, LLC holds $4,634,889 across 12 REIT - Diversified names. AHRT ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
This page
|
594,326 | $4,207,828 | |
| 2 | WPC |
W. P. Carey Inc.
|
5,261 | $376,161 | |
| 3 | VICI |
Vici Properties Inc.
|
1,239 | $32,895 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
331 | $6,841 | |
| 5 | GNL |
Global Net Lease, Inc.
|
540 | $4,827 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
108 | $2,323 | |
| 7 | AAT |
American Assets Trust, Inc.
|
56 | $1,382 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
69 | $848 |
All Filings in AHRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,207,828 | 594,326 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,267,115 | 594,021 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,288,071 | 647,745 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,665,792 | 665,591 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,971,640 | 723,674 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,335,134 | 710,404 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,437,002 | 629,228 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,783,111 | 533,990 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,142,983 | 553,921 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||