Position in AHRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,757,985
+$4,072,386 QoQ
Shares Held
954,518
+95.5% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AHRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $596,229,214 across 16 REIT - Diversified names. AHRT ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,157,668 | $243,136,079 | |
| 2 | WPC |
W. P. Carey Inc.
|
2,047,971 | $146,429,924 | |
| 3 | JBGS |
JBG SMITH Properties
|
3,941,026 | $57,814,849 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
1,571,937 | $32,491,934 | |
| 5 | GNL |
Global Net Lease, Inc.
|
3,098,025 | $27,696,340 | |
| 6 | AAT |
American Assets Trust, Inc.
|
953,785 | $23,548,949 | |
| 7 | SAFE |
Safehold Inc.
|
793,269 | $12,454,319 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
2,243,416 | $11,643,326 |
All Filings in AHRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,757,985 | 954,518 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,685,599 | 488,291 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,869,302 | 886,602 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,715,311 | 957,962 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,209,989 | 903,929 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,069,541 | 808,195 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,657,966 | 944,083 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $10,495,220 | 969,088 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $12,709,979 | 1,146,076 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,782,462 | 748,314 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,103,262 | 655,074 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,121,908 | 597,843 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,334,196 | 627,928 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,149,320 | 605,362 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,878,614 | 511,184 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,908,281 | 665,538 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,026,761 | 703,019 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,695,476 | 253,115 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,675,413 | 372,892 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,878,021 | 215,260 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,200,760 | 240,840 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,868,839 | 308,520 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,433,341 | 306,002 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,772,437 | 191,408 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,136,363 | 214,710 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,973,935 | 277,938 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||