AWM
AHRT

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

AE 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
Q1 		$128K Buy
23,326
+3,408
+17% +$21.8K ﹤0.01% 1725
2025
Q4 		$132K Buy
19,918
+35
+0.2% +$231 ﹤0.01% 1619
2025
Q3 		$139K Buy
+19,883
New +$141K ﹤0.01% 1485

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's AHRT Position: Q1 2026 in Review

AE Wealth Management increased its AH Realty Trust (AHRT) stake by 17% in Q1 2026, buying an estimated $21.8K and bringing the position to 23,326 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

AE Wealth Management first reported a position in AHRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $139K in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • AE Wealth Management held 23,326 shares of AH Realty Trust worth $128K as of Q1 2026.
  • AE Wealth Management bought 3,408 AH Realty Trust shares in Q1 2026, an estimated $21.8K.
  • AH Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1725 holding.
  • AE Wealth Management first reported a position in AH Realty Trust in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's AH Realty Trust position peaked at $139K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.