AI Holders Summary · Q1 2026

144 institutions reported ARDT in Q1 2026. CHAI TRUST CO LLC leads at 75.9% 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

GOLDENTREE ASSET MANAGEMENT LP

CIK 0001278951

$20M2.3M1.17%Q1 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$15M1.8M0.00%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$15M1.8M0.00%Q1 2026 06

CastleKnight Management LP

CIK 0001835751

$9M1.1M0.15%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M1.0M0.00%Q1 2026 08

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$8M942K0.00%Q1 2026 09

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$8M931K0.16%Q1 2026 10

SageView Advisory Group, LLC

CIK 0001914558

$6M641K0.19%Q4 2025 11

ExodusPoint Capital Management, LP

CIK 0001736225

$6M658K0.04%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$5M586K0.00%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M561K0.00%Q1 2026 14

Empowered Funds, LLC

CIK 0001592828

$5M536K0.03%Q1 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$4M479K0.00%Q1 2026 16

UBS Group AG

CIK 0001610520

$4M451K0.00%Q1 2026 17

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$4M443K0.01%Q1 2026 18

WEDGE CAPITAL MANAGEMENT L L P/NC

CIK 0001015308

$3M327K0.05%Q2 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M361K0.00%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$2M292K0.00%Q1 2026

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