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
Q2 		$180K Buy
25,388
+2,062
+9% +$13.2K ﹤0.01% 1756
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 $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

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

AE Wealth Management increased its AH Realty Trust (AHRT) stake by 8.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 25,388 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

AE Wealth Management first reported a position in AHRT in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • AE Wealth Management held 25,388 shares of AH Realty Trust worth $180K as of Q2 2026.
  • AE Wealth Management bought 2,062 AH Realty Trust shares in Q2 2026, an estimated $13.2K.
  • AH Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1756 holding.
  • AE Wealth Management first reported a position in AH Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.