AH RLTY TR INC (AHRT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 56,467,101 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $875.1K options CALL | 1,549,569 | 0.00% | 9q | +15.1%+$1.6M |
| AMERIPRISE FINANCIAL INC | $10.8M | 1,518,339 | 0.00% | 31q | +14.7%+$1.4M |
| 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 |
| 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 |
| 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 |
| LSV ASSET MANAGEMENT | $2.5M | 350,004 | 0.00% | 18q | HELD |
| CITADEL ADVISORS LLC | $2.4M incl. $709.4K options CALL+PUT | 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 |
| Corient Private Wealth LP | $2.1M | 289,629 | 0.00% | 2q | +38.7%+$572.0K |
| GREAT LAKES ADVISORS, LLC | $2.0M | 281,762 | 0.02% | 9q | -11.1%-$249.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M incl. $1.4M options CALL+PUT | 84,071 | 0.00% | 16q | -81.4%-$8.7M |
| MILLENNIUM MANAGEMENT LLC | $1.9M | 272,081 | 0.00% | 16q | -63.1%-$3.3M |
| HRT FINANCIAL LP | $1.9M | 266,013 | 0.00% | 2q | -60.8%-$2.9M |
| 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 |
| Janney Montgomery Scott LLC | $1.6M | 228,127 | 0.00% | 31q | +7.1%+$106.8K |
| JPMORGAN CHASE & CO | $1.6M | 220,075 | 0.00% | 31q | -48.3%-$1.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4M | 203,391 | 0.00% | 16q | +15.6%+$194.8K |
| 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 |
| Penserra Capital Management LLC | $1.3M | 177,786 | 0.01% | 15q | -5.2%-$69.6K |
| 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 | +26.6%+$234.8K |
| 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 | -5.8%-$39.5K |
| 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 |
| 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 |
| State of Alaska, Department of Revenue | $305.0K | 43,268 | 0.00% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $292.0K | 41,352 | 0.00% | 7q | +100.4%+$146.3K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $206.7K | 29,199 | 0.00% | 4q | +79.2%+$91.3K |
Showing the largest 100 of 195 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 49 | $17.9M | 2,934,667 | 10 | 9 | 17 | 0.0% |
| Q2 2026 | 195 | $402.2M | 56,467,101 | 27 | 60 | 72 | 0.7% |
| Q1 2026 | 206 | $310.8M | 56,008,593 | 39 | 56 | 75 | 0.6% |
| Q4 2025 | 217 | $396.2M | 59,660,856 | 29 | 62 | 85 | 0.2% |
| Q3 2025 | 222 | $426.8M | 60,638,140 | 23 | 74 | 72 | 0.3% |
| Q2 2025 | 226 | $426.7M | 61,931,431 | 40 | 85 | 57 | 0.2% |
| Q1 2025 | 222 | $483.6M | 64,102,707 | 32 | 75 | 76 | 0.3% |
| Q4 2024 | 222 | $724.0M | 70,567,040 | 22 | 105 | 51 | 0.2% |
| Q3 2024 | 227 | $746.4M | 68,873,630 | 40 | 84 | 56 | 0.2% |
| Q2 2024 | 201 | $642.7M | 57,774,958 | 32 | 62 | 66 | 0.2% |
| Q1 2024 | 191 | $612.9M | 58,598,488 | 26 | 66 | 62 | 0.4% |
| Q4 2023 | 183 | $741.1M | 59,721,391 | 11 | 48 | 77 | 0.2% |
| Q3 2023 | 188 | $606.9M | 59,104,758 | 17 | 56 | 78 | 0.1% |
| Q2 2023 | 183 | $704.3M | 60,137,444 | 12 | 66 | 56 | 0.1% |
| Q1 2023 | 194 | $734.9M | 62,083,286 | 17 | 75 | 50 | 0.1% |
| Q4 2022 | 193 | $682.5M | 59,193,079 | 24 | 67 | 62 | 0.1% |
| Q3 2022 | 183 | $682.0M | 65,524,746 | 24 | 69 | 48 | 0.1% |
| Q2 2022 | 176 | $1.3B | 98,198,272 | 20 | 69 | 48 | 0.0% |
| Q1 2022 | 181 | $1.0B | 68,422,740 | 22 | 74 | 47 | 0.1% |
| Q4 2021 | 176 | $1.1B | 75,231,385 | 23 | 67 | 47 | 0.1% |
| Q3 2021 | 167 | $979.9M | 73,112,670 | 18 | 57 | 44 | 0.2% |
| Q2 2021 | 161 | $974.5M | 73,120,904 | 19 | 60 | 48 | 0.2% |
| Q1 2021 | 153 | $901.8M | 71,645,317 | 13 | 51 | 57 | 0.3% |
| Q4 2020 | 159 | $819.8M | 72,828,200 | 23 | 52 | 50 | 0.3% |
| Q3 2020 | 150 | $599.5M | 64,536,299 | 17 | 51 | 56 | 0.3% |
| Q2 2020 | 147 | $687.6M | 69,048,368 | 21 | 45 | 50 | 0.1% |
| Q1 2020 | 169 | $969.3M | 90,426,354 | 26 | 58 | 61 | 0.0% |
| Q4 2019 | 162 | $1.3B | 72,863,124 | 20 | 64 | 46 | 0.0% |
| Q3 2019 | 165 | $1.2B | 64,113,731 | 25 | 66 | 33 | 0.0% |
| Q2 2019 | 151 | $1.1B | 65,133,225 | 13 | 69 | 35 | 0.0% |
| Q1 2019 | 163 | $951.1M | 60,987,044 | 19 | 72 | 39 | 0.0% |
| Q4 2018 | 158 | $825.1M | 58,658,615 | 6 | 2 | 2 | 0.0% |
