AHRTNYSEReal EstateFiscal year ends December 31Also trades as AHRT.PA
AH Realty Trust, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$5.86−0.11 (-1.84%)
Close on Oct 19, 2026
- Market cap
- $441.21M
- P/E (TTM)
- –
- Dividend yield
- 9.56%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
56M
Shares held, 13F filers
Institutional holders
196
28 new, 36 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
7 buys · 0 sales
Net bought $93.89K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,683,436 | 8.30% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 4,098,668 | 5.11% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 4,064,887 | 5.06% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AHRT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,827,404 | – | $48.34M | −19,366 | 0.00% |
| Vanguard Portfolio Management LLC | 4,057,875 | – | $28.73M | +23,727 | 0.00% |
| Vanguard Capital Management LLC | 3,390,281 | – | $24.00M | −103,821 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,108,586 | – | $22.01M | +101,907 | 0.03% |
| Irenic Capital Management LP | 2,918,328 | – | $20.66M | −567,315 | 0.99% |
| Geode Capital Management, LLC | 2,271,422 | – | $16.09M | +160,174 | 0.00% |
| Franklin Resources Inc | 2,196,096 | – | $15.55M | +14,946 | 0.00% |
| Invesco Ltd. | 1,892,577 | – | $13.40M | +11,310 | 0.00% |
| State Street Corp | 1,812,598 | – | $13.07M | −280,101 | 0.00% |
| Jane Street Group, LLC | 1,549,569 | – | $10.97M | +203,659 | 0.00% |
| Ameriprise Financial Inc | 1,518,339 | – | $10.75M | +194,669 | 0.00% |
| Qube Research & Technologies Ltd | 1,420,180 | – | $10.05M | +154,073 | 0.01% |
| Two Sigma Investments, LP | 1,334,070 | – | $9.45M | +661,657 | 0.01% |
| Tcw Group Inc | 1,307,002 | – | $9.25M | +292,002 | 0.06% |
| Western Standard LLC | 1,295,429 | – | $9.17M | New | 3.11% |
| Charles Schwab Investment Management Inc | 1,173,579 | – | $8.31M | −10,942 | 0.00% |
| Brown Advisory Inc | 1,120,992 | – | $7.94M | −1,977 | 0.01% |
| Berman McAleer LLC | 1,023,400 | – | $7.25M | – | 0.84% |
| Morgan Stanley | 954,518 | – | $6.76M | +466,227 | 0.00% |
| Northern Trust Corp | 734,240 | – | $5.20M | −87,597 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 196 | 56M | 28 / 63 | 76 / 36 | 7M | 6M |
| Q1 2026 | 207 | 56M | 46 / 59 | 78 / 51 | 21M | 15M |
| Q4 2025 | 215 | 60M | 31 / 68 | 86 / 37 | 7M | 7M |
| Q3 2025 | 223 | 61M | 25 / 78 | 75 / 28 | 6M | 7M |
| Q2 2025 | 227 | 62M | 41 / 91 | 61 / 36 | 7M | 9M |
| Q1 2025 | 223 | 64M | 35 / 76 | 80 / 31 | 7M | 11M |
| Q4 2024 | 222 | 71M | 31 / 108 | 54 / 35 | 10M | 8M |
| Q3 2024 | 227 | 69M | 43 / 90 | 57 / 16 | 26M | 2M |
| Q2 2024 | 201 | 58M | 34 / 68 | 69 / 21 | 4M | 4M |
| Q1 2024 | 190 | 59M | 26 / 71 | 65 / 19 | 5M | 5M |
| Q4 2023 | 184 | 60M | 18 / 54 | 86 / 21 | 3M | 2M |
| Q3 2023 | 188 | 59M | 18 / 60 | 81 / 14 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AHRT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 2,972,192 | – | $20.69M | 0.03% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,428,773 | – | $17.20M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,050,616 | – | $14.52M | 0.02% | Jun 30, 2026 |
| Global X SuperDividend ETF | 1,766,244 | – | $12.29M | 1.01% | Jul 31, 2026 |
| Putnam Core Equity Fund | 1,745,174 | – | $12.15M | 0.19% | Jul 31, 2026 |
| Invesco KBW Premium Yield Equity REIT ETF | 1,701,886 | – | $11.59M | 4.00% | May 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,133,570 | – | $7.89M | 0.32% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 884,553 | – | $6.26M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 882,374 | – | $6.14M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 750,189 | – | $5.31M | 0.04% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 564,017 | – | $3.84M | 0.04% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 524,462 | – | $3.65M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 446,073 | – | $3.04M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 411,638 | – | $2.80M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 383,048 | – | $2.61M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Shawn J. Tibbetts | CEO and President, Director | 57,518 | Mar 13, 2026 |
| Matthew Barnes-Smith | CFO, Treasurer and Secretary | 10,131 | Mar 13, 2026 |
| Eric E. Apperson | President of Construction | 10,648 | Aug 19, 2025 |
| Lori Wittman | Director | 3,000 | Sep 29, 2026 |
| James A. Carroll | Director | 44,616 | Sep 16, 2026 |
| Theodore Bigman | Director | 82,317 | Sep 16, 2026 |
| Frederick Blair Wimbush | Director | 48,018 | Sep 16, 2026 |
| Dennis H. Gartman | Director | 52,793 | Jul 6, 2026 |
| Daniel A. Hoffler | Director | 266,647 | Jul 6, 2026 |
| James C. Cherry | Director | 12,000 | Jul 6, 2026 |
| Jennifer R. Boykin | Director | – | Jun 30, 2026 |
| Louis S. Haddad | Director | 307,476 | Jun 22, 2026 |
| George F. Allen | Director | 29,676 | Jul 9, 2025 |
| A. Russell Kirk | Director | 169,705 | Apr 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lori Wittman Director | Sep 28, 2026 | Buy | +3,000 | $5.95 | $17.85K | 3,000 |
| Frederick Blair Wimbush Director | Sep 15, 2026 | Award | +2,800 | $6.47 | $18.12K | 48,018 |
| Theodore Bigman Director | Sep 15, 2026 | Award | +2,317 | $6.47 | $14.99K | 82,317 |
| James A. Carroll Director | Sep 15, 2026 | Award | +941 | $6.47 | $6.09K | 44,616 |
| Frederick Blair Wimbush Director | Jul 2, 2026 | Buy | +529.33 | $7.01 | $3.71K | 45,218 |
| Frederick Blair Wimbush Director | Jul 1, 2026 | Buy | +357.85 | $7.00 | $2.50K | 44,688 |
| Louis S. Haddad Director | Jun 17, 2026 | Award | +11,695 | – | – | 307,476 |
| Dennis H. Gartman Director | Jun 16, 2026 | Award | +2,019 | $6.81 | $13.75K | 52,793 |
| Frederick Blair Wimbush Director | Jun 16, 2026 | Award | +2,300 | $6.81 | $15.66K | 44,331 |
| James A. Carroll Director | Jun 16, 2026 | Award | +757 | $6.81 | $5.16K | 43,675 |
| Frederick Blair Wimbush Director | Apr 2, 2026 | Buy | +669.29 | $5.41 | $3.62K | 42,031 |
| Frederick Blair Wimbush Director | Apr 1, 2026 | Buy | +395.46 | $5.38 | $2.13K | 41,361 |
| Frederick Blair Wimbush Director | Mar 16, 2026 | Award | +2,281 | $6.03 | $13.75K | 40,966 |
| James A. Carroll Director | Mar 16, 2026 | Award | +855 | $6.03 | $5.16K | 42,918 |
| Dennis H. Gartman Director | Mar 16, 2026 | Award | +2,281 | $6.03 | $13.75K | 50,774 |
| Matthew Barnes-Smith CFO, Treasurer and Secretary | Mar 3, 2026 | Tax withholding | −1,486 | $6.21 | $9.23K | 10,131 |
| Shawn J. Tibbetts CEO and President, Director | Mar 3, 2026 | Tax withholding | −4,167 | $6.21 | $25.88K | 57,518 |
| Frederick Blair Wimbush Director | Mar 3, 2026 | Buy | +10,000 | $6.19 | $61.90K | 38,685 |
| Frederick Blair Wimbush Director | Jan 8, 2026 | Buy | +327.99 | $6.63 | $2.17K | 28,685 |
| Frederick Blair Wimbush Director | Dec 15, 2025 | Award | +2,013 | $6.83 | $13.75K | 28,357 |
| Dennis H. Gartman Director | Dec 15, 2025 | Award | +2,013 | $6.83 | $13.75K | 48,493 |
| James A. Carroll Director | Dec 15, 2025 | Award | +755 | $6.83 | $5.16K | 42,063 |
| Frederick Blair Wimbush Director | Oct 2, 2025 | Buy | +520.05 | $6.98 | $3.63K | 26,344 |
| Frederick Blair Wimbush Director | Sep 15, 2025 | Award | +1,877 | $7.32 | $13.74K | 25,824 |
| Dennis H. Gartman Director | Sep 15, 2025 | Award | +1,877 | $7.32 | $13.74K | 46,480 |
| James A. Carroll Director | Sep 15, 2025 | Award | +704 | $7.32 | $5.15K | 41,308 |
| Eric E. Apperson President of Construction | Aug 15, 2025 | Sale | −48,837.26 | $7.12 | $347.72K | 10,648 |
| Frederick Blair Wimbush Director | Jul 8, 2025 | Buy | +475.2 | $6.94 | $3.30K | 23,947 |
| Louis S. Haddad Director | Jun 18, 2025 | Tax withholding | −867 | $6.94 | $6.02K | 295,781 |
| Louis S. Haddad Director | Jun 18, 2025 | Award | +7,938 | – | – | 296,648 |
| Dennis H. Gartman Director | Jun 18, 2025 | Award | +7,938 | – | – | 44,603 |
| Frederick Blair Wimbush Director | Jun 16, 2025 | Award | +1,964 | $7.00 | $13.75K | 23,472 |
| Dennis H. Gartman Director | Jun 16, 2025 | Award | +1,964 | $7.00 | $13.75K | 36,665 |
| James A. Carroll Director | Jun 16, 2025 | Award | +602 | $7.00 | $4.21K | 40,604 |
| A. Russell Kirk Director | Apr 3, 2025 | Buy | +954.15 | $7.24 | $6.91K | 50,275 |
| Frederick Blair Wimbush Director | Apr 3, 2025 | Buy | +183.31 | $7.42 | $1.36K | 21,320 |
| Frederick Blair Wimbush Director | Apr 3, 2025 | Buy | +95.19 | $7.25 | $690 | 21,415 |
| Frederick Blair Wimbush Director | Apr 3, 2025 | Buy | +92.47 | $7.25 | $670 | 21,508 |
| A. Russell Kirk Director | Mar 25, 2025 | Buy | +50,000 | $7.73 | $386.50K | 119,430 |
| Louis S. Haddad Director | Mar 21, 2025 | Award | +3,170 | $7.70 | $24.41K | 288,710 |
| A. Russell Kirk Director | Mar 20, 2025 | Buy | +10,000 | $7.70 | $77.00K | 69,430 |
| Dennis H. Gartman Director | Mar 20, 2025 | Award | +1,790 | $7.68 | $13.75K | 34,701 |
| James A. Carroll Director | Mar 20, 2025 | Award | +549 | $7.68 | $4.22K | 40,002 |
| Frederick Blair Wimbush Director | Mar 20, 2025 | Award | +1,790 | $7.68 | $13.75K | 21,137 |
| A. Russell Kirk Director | Mar 18, 2025 | Buy | +10,000 | $7.65 | $76.50K | 59,430 |
| A. Russell Kirk Director | Mar 17, 2025 | Buy | +30,000 | $7.64 | $229.20K | 49,430 |
| Louis S. Haddad Director | Mar 4, 2025 | Gift | −343,675 | – | – | 285,540 |
| Shawn J. Tibbetts CEO and President, Director | Mar 3, 2025 | Tax withholding | −6,045 | $9.18 | $55.49K | 61,685 |
| Louis S. Haddad Director | Mar 3, 2025 | Tax withholding | −74,994 | $9.18 | $688.44K | 629,215 |
| Louis S. Haddad Director | Mar 3, 2025 | Award | +168,338 | – | – | 704,209 |
| Eric E. Apperson President of Construction | Mar 3, 2025 | Tax withholding | −9,282 | $9.18 | $85.21K | 59,485 |
| Eric E. Apperson President of Construction | Mar 3, 2025 | Award | +34,900 | – | – | 68,767 |
| Matthew Barnes-Smith CFO, Treasurer and Secretary | Mar 3, 2025 | Tax withholding | −1,486 | $9.18 | $13.64K | 11,617 |
| A. Russell Kirk Director | Jan 2, 2025 | Buy | +969.22 | $10.23 | $9.92K | 49,321 |
| Frederick Blair Wimbush Director | Jan 2, 2025 | Buy | +191.84 | $10.18 | $1.95K | 19,156 |
| Frederick Blair Wimbush Director | Jan 2, 2025 | Buy | +94.11 | $10.23 | $963 | 19,347 |
| Frederick Blair Wimbush Director | Jan 2, 2025 | Buy | +96.87 | $10.22 | $990 | 19,253 |
| Louis S. Haddad Director | Dec 31, 2024 | Tax withholding | −41,272 | $10.23 | $422.21K | 535,871 |
| A. Russell Kirk Director | Dec 17, 2024 | Gift | −93,000 | – | – | 19,430 |
| Frederick Blair Wimbush Director | Dec 13, 2024 | Award | +1,262 | $10.89 | $13.74K | 18,964 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Eric E. Apperson President of Construction and Development | Nov 25, 2024 | 20,000 | $220.40K | Nov 25, 2024 | STOCK AWARD |
| Eric E. Apperson President of Construction and Development | Nov 25, 2024 | 20,000 | $220.40K | Nov 25, 2024 | STOCK AWARD |
| Eric E. Apperson President of Construction and Development | May 16, 2024 | 40,000 | $468.00K | May 16, 2024 | REINVESTED DIVIDENDS |