Vanguard Portfolio Management (AHH) reports 5.06% stake; 4.06M shares
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Vanguard Portfolio Management reported beneficial ownership of 4,064,887 shares of AH Realty Trust Inc Common Stock, representing 5.06% of the class as of 03/31/2026. The filing shows sole dispositive power over 4,064,887 shares and sole voting power over 30,739 shares.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned: 4,064,887 shares
Percent of class: 5.06%
Sole voting power: 30,739 shares
+4 more
7 metrics
Beneficially owned
4,064,887 shares
Amount beneficially owned as reported (03/31/2026)
Percent of class
5.06%
Percent of class (03/31/2026)
Sole voting power
30,739 shares
Sole power to vote or to direct the vote
Sole dispositive power
4,064,887 shares
Sole power to dispose or to direct the disposition
Filing signature date
04/28/2026
Signature date on Schedule 13G
Reporting date
03/31/2026
Date to which ownership data applies
CUSIP
04208T108
AH Realty Trust Common Stock CUSIP
Key Terms
Schedule 13G, Beneficially owned, Dispositive power, Investment Company Act
4 terms
Schedule 13G regulatory
"Vanguard Portfolio Management reported beneficial ownership of 4,064,887 shares"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned regulatory
"Amount beneficially owned: 4064887 (b) Percent of class: 5.06 %"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 4064887"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
FAQ
What stake does Vanguard Portfolio Management hold in AH Realty Trust (AHH)?
Vanguard Portfolio Management owns 4,064,887 shares, or 5.06%. The Schedule 13G lists the holding as of 03/31/2026 and attributes sole dispositive power for 4,064,887 shares and sole voting power for 30,739 shares.
When was the Schedule 13G for AHH filed by Vanguard Portfolio Management?
The filing was signed on 04/28/2026. It reports beneficial ownership as of 03/31/2026 and is signed by Ashley Grim, Head of Global Fund Administration for Vanguard Portfolio Management.
Is the reported AHH ownership held on behalf of other Vanguard entities?
Yes. The filing states Vanguard Portfolio Management exercises dispositive power along with affiliates including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, and includes securities held by Vanguard funds and managed accounts.
What CUSIP and class are reported for AH Realty Trust in this filing?
The filing covers Common Stock with CUSIP 04208T108. The Schedule 13G identifies the class as Common Stock of AH Realty Trust Inc and provides the issuer address at 222 Central Park Avenue, Suite 2100, Virginia Beach, VA.