Filing Research | AHRT - AH RLTY TR INC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Berman McAleer LLC	Shares	1.0MSH	$7.2M
2	Adams Asset Advisors, LLC	Shares	400.0KSH	$2.8M
3	Brookwood Investment Group LLC	Shares	178.4KSH	$1.3M
4	AlphaCentric Advisors LLC	Shares	115.0KSH	$814.2K
5	Commonwealth Financial Services, LLC	Shares	38.7KSH	$274.2K
6	SeaCrest Wealth Management, LLC	Shares	37.6KSH	$266.6K
7	Park Capital Management, LLC / WI	Shares	34.8KSH	$246.2K
8	ANCHYRA PARTNERS LLC	Shares	32.7KSH	$231.4K
9	Murphy Pohlad Asset Management LLC	Shares	31.6KSH	$224.0K
10	Sage Investment Counsel LLC	Shares	29.2KSH	$206.7K
11	Arbor Investment Advisors, LLC	Shares	29.2KSH	$206.5K
12	Abel Hall, LLC	Shares	26.0KSH	$184.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.5KSH	$159.4K
14	Police & Firemen's Retirement System of New Jersey	Shares	22.4KSH	$158.5K
15	Sequoia Financial Advisors, LLC	Shares	21.4KSH	$151.6K
16	Sound Income Strategies, LLC	Shares	21.0KSH	$149.0K
17	Fifth Third Wealth Advisors LLC	Shares	16.3KSH	$115.5K
18	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	15.8KSH	$111.9K
19	Symmetry Partners, LLC	Shares	14.0KSH	$99.0K
20	Farther Finance Advisors, LLC	Shares	6.8KSH	$48.3K
21	WOLFF WIESE MAGANA LLC	Shares	4.6KSH	$32.7K
22	Versant Capital Management, Inc	Shares	2.6KSH	$18.6K
23	GAMMA Investing LLC	Shares	2.6KSH	$18.4K
24	True Wealth Design, LLC	Shares	1.4KSH	$10.0K
25	IFP Advisors, Inc	Shares	1.0KSH	$7.3K
26	FINANCIAL CONSULATE, INC	Shares	1.0KSH	$7.1K
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	869SH	$6.2K
28	EverSource Wealth Advisors, LLC	Shares	644SH	$4.6K
29	SIGNATUREFD, LLC	Shares	515SH	$3.6K
30	Fortitude Family Office, LLC	Shares	107SH	$758
31	CoreCap Advisors, LLC	Shares	67SH	$474
32	MassMutual Private Wealth & Trust, FSB	Shares	56SH	$396
33	State of Alaska, Department of Revenue	Shares	43.3KSH	$305
34	AdvisorNet Financial, Inc	Shares	1SH	$10

Manager changes2026-06-30 vs 2026-03-31

37 / 37 loaded

#		Instrument
1	Berman McAleer LLC unchanged	Shares	0	+$1.6M	$7.2M
2	Brookwood Investment Group LLC added	Shares	+51.7K	+$566.0K	$1.3M
3	Adams Asset Advisors, LLC trimmed	Shares	-39.9K	+$412.4K	$2.8M
4	SeaCrest Wealth Management, LLC new	Shares	+37.6K	+$266.6K	$266.6K
5	AlphaCentric Advisors LLC unchanged	Shares	0	+$181.7K	$814.2K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+22.5K	+$159.4K	$159.4K
7	Sequoia Financial Advisors, LLC new	Shares	+21.4K	+$151.6K	$151.6K
8	Fifth Third Wealth Advisors LLC new	Shares	+16.3K	+$115.5K	$115.5K
9	Murphy Pohlad Asset Management LLC added	Shares	+11.6K	+$113.8K	$224.0K
10	Park Capital Management, LLC / WI added	Shares	+9.9K	+$109.5K	$246.2K
11	Symmetry Partners, LLC new	Shares	+14.0K	+$99.0K	$99.0K
12	ANCHYRA PARTNERS LLC added	Shares	+8.4K	+$98.0K	$231.4K
13	Sage Investment Counsel LLC added	Shares	+9.4K	+$97.8K	$206.7K
14	Arbor Investment Advisors, LLC unchanged	Shares	0	+$46.1K	$206.5K
15	Abel Hall, LLC added	Shares	+73	+$41.5K	$184.3K
16	Sound Income Strategies, LLC added	Shares	+607	+$38.6K	$149.0K
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$35.4K	$158.5K
18	Commonwealth Financial Services, LLC trimmed	Shares	-6.4K	+$26.1K	$274.2K
19	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$25.0K	$111.9K
20	Farther Finance Advisors, LLC added	Shares	+931	+$16.6K	$48.3K
21	WOLFF WIESE MAGANA LLC added	Shares	+77	+$7.7K	$32.7K
22	IFP Advisors, Inc added	Shares	+996	+$7.1K	$7.3K
23	True Wealth Design, LLC added	Shares	+36	+$2.4K	$10.0K
24	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.6K	$7.1K
25	Fortitude Family Office, LLC new	Shares	+107	+$758	$758
26	Versant Capital Management, Inc trimmed	Shares	-626	+$701	$18.6K
27	CoreCap Advisors, LLC new	Shares	+67	+$474	$474
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$68	$305
29	AdvisorNet Financial, Inc unchanged	Shares	0	+$3	$10
30	SIGNATUREFD, LLC trimmed	Shares	-215	-$369	$3.6K
31	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-618	-$2.0K	$6.2K
32	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-741	-$4.0K	$396
33	Mirae Asset Global Investments Co., Ltd. exited	Shares	-1.7K	-$9.1K	$0
34	EverSource Wealth Advisors, LLC trimmed	Shares	-1.8K	-$9.1K	$4.6K
35	GAMMA Investing LLC trimmed	Shares	-2.5K	-$9.6K	$18.4K
36	CAISSE DES DEPOTS ET CONSIGNATIONS exited	Shares	-10.7K	-$59.0K	$0
37	Y-Intercept (Hong Kong) Ltd exited	Shares	-76.0K	-$418.0K	$0