AHRT · AH Realty Trust, Inc. · Shareholders & Ownership

$5.93 -0.01 (-0.17%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$444.57M

74.59M

Volume · Oct 21 594.11K Avg daily vol (3M) 859.93K

Every disclosed holder of AHRT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AHRT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	196	56,820,158	76.17%	Yes
Insiders (Forms 3, 4, 5)	13	1,160,890	1.56%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	16,611,944	22.27%	Rest
Registered funds (N-PORT, not summed)	124	23,082,961	30.95%	No

Shares outstanding: 74,592,992, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AHRT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,827,404	9.15%	-19,366	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,050,616	2.75%	+50,866	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	750,189	1.01%	+62,525	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	285,282	0.38%	+27,744	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	137,304	0.18%	+3,264	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	134,992	0.18%	+622	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,057,875	5.44%	+23,727	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,390,281	4.55%	-103,821	Jun 30, 2026	carried, not yet filed for the newest quarter
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,108,586	4.17%	+101,907	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Global X SuperDividend ETF Fund S000032495 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	1,766,244	2.37%	-21,054	Jul 31, 2026	GLOBAL X FUNDS, not summed
4.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	36,729	0.05%	+2,002	Jul 31, 2026	GLOBAL X FUNDS, not summed
5	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,972,192	3.98%	-532	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	Irenic Capital Management LP 13F CIK 1929389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,918,328	3.91%	-567,315	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,428,773	3.26%	-66,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,271,422	3.05%	+160,174	Jun 30, 2026	carried, not yet filed for the newest quarter
9	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,196,096	2.94%	+14,946	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	1,745,174	2.34%	0	Jul 31, 2026	Putnam Funds Trust, not summed
9.2	Putnam VT Core Equity Fund Fund S000003880 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	51,147	0.07%	-974	Jun 30, 2026	Putnam Variable Trust, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,892,577	2.54%	+11,310	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco KBW Premium Yield Equity REIT ETF Fund S000030362 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,701,886	2.28%	+285,323	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	116,575	0.16%	-9,695	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	5,429	0.01%	-7,987	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,812,598	2.43%	-280,101	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	125,583	0.17%	+52,841	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	29,200	0.04%	+2,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,901	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,549,569	2.08%	+203,659	Jun 30, 2026	carried, not yet filed for the newest quarter
13	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,518,339	2.04%	+194,669	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,133,570	1.52%	+69,200	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
13.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	205,030	0.27%	-6,800	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
14	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,420,180	1.90%	+154,073	Jun 30, 2026	carried, not yet filed for the newest quarter
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,334,070	1.79%	+661,657	Jun 30, 2026	carried, not yet filed for the newest quarter
16	TCW GROUP INC 13F CIK 850401 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,002	1.75%	+292,002	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Western Standard LLC 13F CIK 1517666 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,295,429	1.74%	+1,295,429	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,579	1.57%	-10,942	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	564,017	0.76%	+10,138	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	383,048	0.51%	-6,104	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	186,233	0.25%	+9,380	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,371	0.07%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,000	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,992	1.50%	-1,977	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Berman McAleer LLC 13F CIK 2094332 · Unknown · Sep 30, 2026	1,023,400	1.37%	0	Sep 30, 2026
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	954,518	1.28%	+466,227	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	895	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	884,553	1.19%	-24,360	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	734,240	0.98%	-87,597	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	75,583	0.10%	0	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,021	0.05%	+4,993	Jun 30, 2026	Northern Funds, not summed
23.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,692	0.00%	-159	Jun 30, 2026	Northern Funds, not summed
24	Adams Asset Advisors, LLC 13F CIK 1386929 · Registered investment adviser · Sep 30, 2026	700,000	0.94%	+300,000	Sep 30, 2026
25	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	694,442	0.93%	-131,042	Jun 30, 2026	carried, not yet filed for the newest quarter
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	633,410	0.85%	+177,243	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	33,399	0.04%	+7,478	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
27	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	630,242	0.84%	+73,780	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	97,361	0.13%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
27.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	51,966	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
27.3	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,769	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
27.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,658	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
28	Clearstead Advisors, LLC 13F CIK 842775 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	594,326	0.80%	+305	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	524,462	0.70%	-5,577	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
30	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	517,396	0.69%	+112,514	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	511,636	0.69%	-20,046	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,288	0.61%	+369,452	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,085	0.58%	+267,575	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	411,638	0.55%	+14,540	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
35	Lighthouse Investment Partners, LLC 13F CIK 1600344 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,000	0.50%	+375,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,004	0.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	313,108	0.42%	+126,851	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Haddad Louis S Insider CIK 1575987 · Jun 17, 2026 Director, issuer-wide	312,476	0.42%	+11,695	Jun 17, 2026	Director, issuer-wide
39	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,347	0.39%	+290,347	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Corient Private Wealth LLC 13F CIK 1948780 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	289,629	0.39%	+80,788	Jun 30, 2026	carried, not yet filed for the newest quarter
41	GREAT LAKES ADVISORS, LLC 13F CIK 1078013 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,762	0.38%	-35,247	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,081	0.36%	-465,229	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Hoffler Daniel A Insider CIK 1351710 · Jul 1, 2026 Director, issuer-wide	270,647	0.36%	0	Jul 1, 2026	Director, issuer-wide
44	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	266,013	0.36%	-411,818	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	263,482	0.35%	+18,441	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Jain Global LLC 13F CIK 2024579 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,804	0.32%	+241,804	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	239,333	0.32%	+538	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	234,526	0.31%	-38,715	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	228,127	0.31%	+15,084	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	220,075	0.30%	-205,407	Jun 30, 2026	carried, not yet filed for the newest quarter

7 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 260 holders

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Key facts CIK 1569187 CUSIP 04208T108 13F (30d) 29 filings 29 filers Visit website Investor relations