AWM
AHRT

Able Wealth Management’s AH Realty Trust AHRT Stock Holding History

Able Wealth Management’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Sell
17,846
-1,882
-10% -$12.1K 0.03% 167
2026
Q1 		$90.7K Buy
+19,728
New +$126K 0.02% 132

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Able Wealth Management's AHRT Position: Q2 2026 in Review

Able Wealth Management reduced its AH Realty Trust (AHRT) stake by 9.5% in Q2 2026, selling an estimated $12.1K and leaving 17,846 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #167.

Able Wealth Management first reported a position in AHRT in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Able Wealth Management held 17,846 shares of AH Realty Trust worth $126K as of Q2 2026.
  • Able Wealth Management sold 1,882 AH Realty Trust shares in Q2 2026, an estimated $12.1K.
  • AH Realty Trust made up 0.03% of Able Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Able Wealth Management first reported a position in AH Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.