Position in AHRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$480,505
+$337,527 QoQ
Shares Held
67,868
+161.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 195 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026HSBC HOLDINGS PLC holds $387,724,863 across 11 REIT - Diversified names. AHRT ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
10,604,710 | $281,555,047 | |
| 2 | WPC |
W. P. Carey Inc.
|
938,424 | $67,097,315 | |
| 3 | GNL |
Global Net Lease, Inc.
|
2,301,878 | $20,578,789 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
367,632 | $7,598,953 | |
| 5 | AAT |
American Assets Trust, Inc.
|
173,034 | $4,272,208 | |
| 6 | JBGS |
JBG SMITH Properties
|
118,627 | $1,740,258 | |
| 7 | SAFE |
Safehold Inc.
|
109,952 | $1,726,246 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
280,501 | $1,517,510 |
All Filings in AHRT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,505 | 67,868 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $142,978 | 25,996 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $659,702 | 99,653 | Shares | Defined | 2026-03-06 | |
| 2025-03-31 | $632,761 | 84,256 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $681,736 | 66,641 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $646,117 | 59,660 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $767,637 | 69,219 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $583,616 | 56,117 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $509,458 | 41,185 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $520,038 | 50,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $859,531 | 73,590 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $635,413 | 53,803 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $736,345 | 64,030 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $657,281 | 63,322 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $863,836 | 67,277 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $788,399 | 54,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $334,702 | 21,991 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $225,645 | 16,877 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $217,303 | 16,351 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $470,399 | 37,512 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,035,594 | 92,299 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $1,042,073 | 112,535 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,054,879 | 106,018 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,144,097 | 200,383 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||