AI Holders Summary · Q1 2026

145 institutions reported ARDT in Q1 2026. CHAI TRUST CO LLC leads at 74.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

CHAI TRUST CO LLC

CIK 0001250731

$661M77.2M55.96%Q1 2026 02

Ventas, Inc.

CIK 0000740260

$80M9.3M100.00%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$21M2.2M0.00%Q2 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$21M2.1M0.00%Q2 2026 05

GOLDENTREE ASSET MANAGEMENT LP

CIK 0001278951

$16M1.6M0.90%Q2 2026 06

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$14M1.4M0.01%Q2 2026 07

CastleKnight Management LP

CIK 0001835751

$11M1.1M0.14%Q2 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M964K0.00%Q2 2026 09

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$8M841K0.15%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$6M621K0.00%Q2 2026 11

ALGERT GLOBAL LLC

CIK 0001275218

$6M598K0.07%Q2 2026 12

STATE STREET CORP

CIK 0000093751

$6M566K0.00%Q2 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$6M562K0.00%Q2 2026 14

Empowered Funds, LLC

CIK 0001592828

$5M551K0.03%Q2 2026 15

SageView Advisory Group, LLC

CIK 0001914558

$5M480K0.15%Q2 2026 16

UBS Group AG

CIK 0001610520

$4M443K0.00%Q2 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M390K0.00%Q2 2026 18

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$4M443K0.01%Q1 2026 19

WEDGE CAPITAL MANAGEMENT L L P/NC

CIK 0001015308

$3M327K0.05%Q2 2026 20

MORGAN STANLEY

CIK 0000895421

$3M316K0.00%Q2 2026

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