AH RLTY TR INC (AHRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
185
Reporting holders
$403.3M
Reported value
75.9%
Of shares outstanding
0.7%
Held as options
-6
Holder change
Institutions report 56,619,038 shares against 74,592,992 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $48.3M | 6,827,404 | 0.00% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $28.7M | 4,057,875 | 0.00% | 2q | +0.6%+$168.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $24.0M | 3,390,281 | 0.00% | 2q | -3.0%-$735.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $22.0M | 3,108,586 | 0.03% | 9q | +3.4%+$721.5K |
| Irenic Capital Management LP | $20.7M | 2,918,328 | 0.99% | 2q | -16.3%-$4.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.1M | 2,271,422 | 0.00% | 31q | +7.6%+$1.1M |
| FRANKLIN RESOURCES INC | $15.5M | 2,196,096 | 0.00% | 17q | +0.7%+$105.8K |
| Invesco Ltd. | $13.4M | 1,892,577 | 0.00% | 31q | +0.6%+$80.1K |
| STATE STREET CORP | $13.1M | 1,812,598 | 0.00% | 31q | -13.4%-$2.0M |
| JANE STREET GROUP, LLC | $11.8M | 1,549,569 | 0.00% | 9q | +15.1%+$1.6M |
| AMERIPRISE FINANCIAL INC | $10.8M | 1,518,339 | 0.00% | 31q | -42.6%-$8.0M |
| Qube Research & Technologies Ltd | $10.1M | 1,420,180 | 0.01% | 9q | +12.2%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $9.4M | 1,334,070 | 0.01% | 12q | +98.4%+$4.7M |
| TCW GROUP INC | $9.3M | 1,307,002 | 0.06% | 2q | +28.8%+$2.1M |
| Western Standard LLC | $9.2M | 1,295,429 | 3.11% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.3M | 1,173,579 | 0.00% | 31q | -0.9%-$77.5K |
| Sixth Street Partners Management Company, L.P. | $8.3M | 1,173,579 | 0.00% | new | NEW |
| BROWN ADVISORY INC | $7.9M | 1,120,992 | 0.01% | 31q | HELD |
| Berman McAleer LLC | $7.2M | 1,023,400 | 0.84% | 4q | HELD |
| MORGAN STANLEY | $6.8M | 954,518 | 0.00% | 35q | +95.5%+$3.3M |
| NORTHERN TRUST CORP | $5.2M | 734,240 | 0.00% | 31q | -10.7%-$620.2K |
| Aristotle Capital Boston, LLC | $4.9M | 694,442 | 0.33% | 23q | -15.9%-$927.8K |
| GOLDMAN SACHS GROUP INC | $4.5M | 633,410 | 0.00% | 31q | +38.9%+$1.3M |
| Nuveen, LLC | $4.5M | 630,242 | 0.00% | 6q | +13.3%+$522.4K |
| Clearstead Advisors, LLC | $4.2M | 594,326 | 0.04% | 9q | HELD |
| Corient Private Wealth LP | $4.1M | 578,822 | 0.00% | 2q | +177.2%+$2.6M |
| Quantinno Capital Management LP | $3.7M | 517,396 | 0.00% | 5q | +27.8%+$796.6K |
| VANGUARD FIDUCIARY TRUST CO | $3.6M | 511,636 | 0.00% | 2q | -3.8%-$141.9K |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 452,288 | 0.00% | 31q | +446.0%+$2.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.0M | 429,085 | 0.00% | 2q | +165.7%+$1.9M |
| Adams Asset Advisors, LLC | $2.8M | 400,000 | 0.32% | 10q | -9.1%-$282.7K |
| Lighthouse Investment Partners, LLC | $2.7M | 375,000 | 0.07% | new | NEW |
| CITADEL ADVISORS LLC | $2.4M | 234,526 | 0.00% | 24q | -14.2%-$391.2K |
| UBS Group AG | $2.2M | 313,108 | 0.00% | 31q | +68.1%+$898.1K |
| TUDOR INVESTMENT CORP ET AL | $2.1M | 290,347 | 0.00% | new | NEW |
| GREAT LAKES ADVISORS, LLC | $2.0M | 281,762 | 0.02% | 9q | -11.1%-$249.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 84,071 | 0.00% | 16q | -81.4%-$8.7M |
| MILLENNIUM MANAGEMENT LLC | $1.9M | 272,081 | 0.00% | 16q | -63.1%-$3.3M |
| BANK OF AMERICA CORP /DE/ | $1.9M | 263,482 | 0.00% | 31q | +7.5%+$130.6K |
| Jain Global LLC | $1.7M | 241,804 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $1.7M | 239,333 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $1.6M | 220,075 | 0.00% | 31q | -48.3%-$1.5M |
| DEUTSCHE BANK AG\ | $1.4M | 193,747 | 0.00% | 34q | +6.3%+$81.4K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.3M | 187,900 | 0.00% | 3q | HELD |
| Brookwood Investment Group LLC | $1.3M | 178,384 | 0.14% | 6q | +40.8%+$365.8K |
| Sterneck Capital Management, LLC | $1.1M | 161,427 | 0.49% | 23q | +9.2%+$96.5K |
| WELLS FARGO & COMPANY/MN | $1.1M | 158,002 | 0.00% | 31q | -36.7%-$649.2K |
| American Capital Advisory, LLC | $1.0M | 145,170 | 0.37% | 3q | HELD |
| State of New Jersey Common Pension Fund D | $1.0M | 145,000 | 0.00% | 25q | -68.8%-$2.3M |
| TT Capital Management LLC | $981.1K | 138,575 | 0.76% | 7q | -1.4%-$13.5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $936.1K | 132,211 | 0.00% | 5q | -2.1%-$20.2K |
| SEI INVESTMENTS CO | $926.8K | 130,901 | 0.00% | 23q | -18.6%-$211.8K |
| BARCLAYS PLC | $924.7K | 130,613 | 0.00% | 31q | -8.4%-$85.1K |
| NOMURA ASSET MANAGEMENT CO LTD | $851.0K | 120,200 | 0.00% | 23q | HELD |
| AlphaCentric Advisors LLC | $814.2K | 115,000 | 0.69% | 3q | HELD |
| Asset Management One Co., Ltd. | $774.0K | 109,325 | 0.00% | 31q | HELD |
| Squarepoint Ops LLC | $767.3K | 108,378 | 0.00% | 2q | -35.2%-$416.9K |
| RHUMBLINE ADVISERS | $748.0K | 105,649 | 0.00% | 31q | -2.4%-$18.1K |
| Balyasny Asset Management L.P. | $719.5K | 101,624 | 0.00% | 10q | -52.8%-$805.6K |
| Inspire Investing, LLC | $681.4K | 96,247 | 0.03% | 12q | +3.2%+$20.9K |
| CITIGROUP INC | $662.3K | 93,547 | 0.00% | 31q | +262.0%+$479.4K |
| ROYAL BANK OF CANADA | $647.0K | 91,349 | 0.00% | 31q | -5.7%-$39.1K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $626.5K | 88,491 | 0.00% | 26q | -5.5%-$36.8K |
| BOOTHBAY FUND MANAGEMENT, LLC | $624.0K | 88,140 | 0.01% | new | NEW |
| DRW Securities, LLC | $617.2K | 87,172 | 0.02% | 2q | -29.9%-$263.0K |
| Sumitomo Mitsui Trust Group, Inc. | $581.9K | 82,187 | 0.00% | 23q | -4.9%-$29.7K |
| RENAISSANCE TECHNOLOGIES LLC | $514.6K | 72,682 | 0.00% | 31q | -61.8%-$830.9K |
| HSBC HOLDINGS PLC | $481.5K | 67,868 | 0.00% | 3q | +161.1%+$297.1K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $462.8K | 65,372 | 0.00% | 23q | -1.3%-$5.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $413.5K | 58,398 | 0.00% | 4q | +258.3%+$298.1K |
| ALLIANCEBERNSTEIN L.P. | $409.8K | 74,500 | 0.00% | 31q | -88.3%-$3.1M |
| Worth Venture Partners, LLC | $402.1K | 56,800 | 0.91% | 8q | HELD |
| US BANCORP \DE\ | $384.6K | 54,327 | 0.00% | 25q | +37.0%+$103.8K |
| ExodusPoint Capital Management, LP | $384.6K | 54,315 | 0.00% | 2q | +60.5%+$144.9K |
| Russell Investments Group, Ltd. | $366.6K | 51,776 | 0.00% | 24q | +200.6%+$244.6K |
| Daytona Street Capital LLC | $358.8K | 50,666 | 0.26% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $347.3K | 49,054 | 0.00% | new | NEW |
| Jump Financial, LLC | $345.7K | 48,828 | 0.00% | 2q | -16.8%-$70.0K |
| MetLife Investment Management, LLC | $324.3K | 45,809 | 0.00% | 32q | +20.8%+$55.9K |
| Sanctuary Advisors, LLC | $309.5K | 43,715 | 0.00% | 3q | -11.0%-$38.4K |
| IEQ CAPITAL, LLC | $290.0K | 40,962 | 0.00% | new | NEW |
| Commonwealth Financial Services, LLC | $274.2K | 38,724 | 0.04% | 2q | -14.1%-$45.1K |
| SeaCrest Wealth Management, LLC | $266.6K | 37,650 | 0.03% | new | NEW |
| ALPS ADVISORS INC | $259.7K | 36,680 | 0.00% | 11q | -9.4%-$26.9K |
| Kestra Advisory Services, LLC | $257.2K | 36,330 | 0.00% | new | NEW |
| Resona Asset Management Co.,Ltd. | $249.2K | 34,738 | 0.00% | 10q | HELD |
| Park Capital Management, LLC / WI | $246.2K | 34,771 | 0.14% | 2q | +39.9%+$70.2K |
| LPL Financial LLC | $232.3K | 32,809 | 0.00% | 20q | +2.6%+$5.9K |
| ANCHYRA PARTNERS LLC | $231.4K | 32,685 | 0.06% | 2q | +34.7%+$59.6K |
| Vanguard Global Advisers, LLC | $229.6K | 32,429 | 0.00% | 2q | HELD |
| Murphy Pohlad Asset Management LLC | $224.0K | 31,640 | 0.08% | 3q | +57.9%+$82.1K |
| Steward Partners Investment Advisory, LLC | $223.1K | 31,512 | 0.00% | 11q | +600.3%+$191.2K |
| Daiwa Securities Group Inc. | $213.8K | 30,193 | 0.00% | 26q | -4.9%-$11.0K |
| Sage Investment Counsel LLC | $206.7K | 29,200 | 0.21% | 6q | +47.5%+$66.6K |
| Catalyst Funds Management Pty Ltd | $206.5K | 29,164 | 0.01% | 2q | HELD |
| Arbor Investment Advisors, LLC | $206.5K | 29,161 | 0.02% | 18q | HELD |
| Cerity Partners LLC | $198.0K | 27,970 | 0.00% | 8q | +164.8%+$123.2K |
| Abel Hall, LLC | $184.3K | 26,037 | 0.03% | 5q | HELD |
| AE Wealth Management LLC | $179.8K | 25,388 | 0.00% | 4q | +8.8%+$14.6K |
| XTX Topco Ltd | $174.5K | 24,650 | 0.00% | 3q | -64.9%-$322.6K |
Showing the largest 100 of 196 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 185 | $403.3M | 56,619,038 | 29 | 56 | 68 | 0.7% |
| Q1 2026 | 191 | $308.5M | 55,597,300 | 37 | 52 | 68 | 0.6% |
| Q4 2025 | 193 | $384.1M | 57,857,296 | 27 | 52 | 76 | 0.2% |
| Q3 2025 | 199 | $414.8M | 58,916,003 | 21 | 65 | 66 | 0.3% |
| Q2 2025 | 202 | $415.1M | 60,233,912 | 34 | 77 | 55 | 0.2% |
| Q1 2025 | 199 | $472.9M | 62,677,662 | 31 | 66 | 70 | 0.3% |
| Q4 2024 | 195 | $708.9M | 69,312,022 | 17 | 96 | 45 | 0.2% |
| Q3 2024 | 204 | $719.9M | 66,677,611 | 36 | 76 | 50 | 0.2% |
| Q2 2024 | 178 | $615.1M | 55,425,211 | 30 | 56 | 58 | 0.2% |
| Q1 2024 | 161 | $567.8M | 54,270,622 | 22 | 53 | 56 | 0.4% |
| Q4 2023 | 154 | $698.2M | 56,278,958 | 9 | 43 | 62 | 0.2% |
| Q3 2023 | 157 | $567.3M | 55,267,434 | 13 | 46 | 70 | 0.1% |
| Q2 2023 | 154 | $658.7M | 56,259,645 | 12 | 52 | 47 | 0.1% |
| Q1 2023 | 159 | $670.6M | 56,667,562 | 16 | 56 | 46 | 0.1% |
| Q4 2022 | 148 | $605.0M | 52,504,359 | 21 | 56 | 42 | 0.2% |
| Q3 2022 | 191 | $618.1M | 59,369,266 | 25 | 74 | 49 | 0.1% |
| Q2 2022 | 182 | $776.2M | 60,338,493 | 21 | 71 | 50 | 0.1% |
| Q1 2022 | 186 | $882.3M | 60,322,866 | 22 | 76 | 50 | 0.1% |
| Q4 2021 | 180 | $843.9M | 55,342,069 | 23 | 68 | 50 | 0.2% |
| Q3 2021 | 171 | $714.2M | 53,239,396 | 18 | 60 | 45 | 0.3% |
| Q2 2021 | 165 | $705.6M | 52,887,162 | 19 | 61 | 50 | 0.3% |
| Q1 2021 | 157 | $641.7M | 50,904,047 | 13 | 53 | 58 | 0.5% |
| Q4 2020 | 163 | $565.4M | 50,157,845 | 24 | 53 | 51 | 0.4% |
| Q3 2020 | 153 | $454.1M | 48,841,290 | 17 | 53 | 56 | 0.4% |
| Q2 2020 | 150 | $483.8M | 48,561,769 | 21 | 46 | 51 | 0.1% |
| Q1 2020 | 171 | $535.4M | 49,874,198 | 26 | 60 | 61 | 0.0% |
| Q4 2019 | 165 | $948.3M | 51,655,804 | 20 | 66 | 46 | 0.0% |
| Q3 2019 | 168 | $866.1M | 47,846,358 | 25 | 68 | 33 | 0.0% |
| Q2 2019 | 154 | $815.5M | 49,280,419 | 13 | 71 | 36 | 0.0% |
| Q1 2019 | 166 | $698.4M | 44,775,395 | 19 | 74 | 39 | 0.0% |
| Q4 2018 | 161 | $600.5M | 42,685,892 | 6 | 2 | 2 | 0.0% |