CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AHRT — AH Realty Trust, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in AHRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,308,939
+$1,794,074 QoQ
Shares Held
1,173,579
-0.9% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 195 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $881,537,895 across 14 REIT - Diversified names. AHRT ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
15,589,536 | $413,902,180 | |
| 2 | WPC |
W. P. Carey Inc.
|
3,262,016 | $233,234,144 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
3,722,825 | $76,950,792 | |
| 4 | GNL |
Global Net Lease, Inc.
|
4,314,026 | $38,567,392 | |
| 5 | AAT |
American Assets Trust, Inc.
|
1,279,982 | $31,602,755 | |
| 6 | JBGS |
JBG SMITH Properties
|
1,455,238 | $21,348,341 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
3,278,870 | $17,738,686 | |
| 8 | SAFE |
Safehold Inc.
|
843,064 | $13,236,104 |
All Filings in AHRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,308,939 | 1,173,579 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,514,865 | 1,184,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,791,532 | 1,328,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,763,023 | 1,392,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,182,387 | 1,336,592 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,039,711 | 1,203,690 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $11,929,100 | 1,166,090 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,558,436 | 1,067,261 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,089,671 | 1,180,313 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,047,241 | 1,543,004 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,192,821 | 1,551,562 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,616,145 | 1,427,358 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,771,889 | 1,350,333 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,544,806 | 1,231,567 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,736,710 | 1,107,540 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,215,900 | 1,176,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,350,515 | 1,195,523 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,555,751 | 859,983 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,330,743 | 547,355 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,289,408 | 470,412 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,829,405 | 438,631 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,029,518 | 401,078 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,285,018 | 381,909 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,692,390 | 614,729 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,031,122 | 606,143 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,735,840 | 349,144 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||