Position in AHRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$977
+$741 QoQ
Shares Held
138
+220.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 195 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $425,790 across 14 REIT - Diversified names. AHRT ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
13,029 | $345,919 | |
| 2 | CTO |
CTO Realty Growth, Inc.
|
1,070 | $23,015 | |
| 3 | WPC |
W. P. Carey Inc.
|
320 | $22,880 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
393 | $8,123 | |
| 5 | AAT |
American Assets Trust, Inc.
|
249 | $6,147 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
861 | $4,658 | |
| 7 | SAFE |
Safehold Inc.
|
236 | $3,705 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
281 | $3,456 |
All Filings in AHRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977 | 138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $236 | 43 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,092 | 165 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,698 | 385 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,026 | 295 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $788 | 105 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,636 | 160 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,245 | 115 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $609 | 55 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $156 | 15 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||