AF
AHRT

Allworth Financial’s AH Realty Trust AHRT Stock Holding History

Allworth Financial’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 		– Sell
-230
Closed -$1.52K – 5189
2025
Q4 		$1.52K Sell
230
-134
-37% -$884 ﹤0.01% 4227
2025
Q3 		$2.55K Buy
364
+49
+16% +$347 ﹤0.01% 3892
2025
Q2 		$2.17K Buy
315
+106
+51% +$736 ﹤0.01% 3671
2025
Q1 		$1.42K Buy
209
+66
+46% +$600 ﹤0.01% 3339
2024
Q4 		$1.39K Sell
143
-45
-24% -$489 ﹤0.01% 3288
2024
Q3 		$2.04K Hold
188
– – ﹤0.01% 2964
2024
Q2 		$2.18K Buy
188
+59
+46% +$644 ﹤0.01% 2888
2024
Q1 		$1.34K Hold
129
– – ﹤0.01% 2975
2023
Q4 		$1.6K Sell
129
-254
-66% -$2.8K ﹤0.01% 2770
2023
Q3 		$3.92K Buy
383
+129
+51% +$1.5K ﹤0.01% 2231
2023
Q2 		$2.97K Hold
254
– – ﹤0.01% 2322
2023
Q1 		$3K Hold
254
– – ﹤0.01% 2239
2022
Q4 		$2.92K Buy
+254
New +$2.93K ﹤0.01% 2094

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

Allworth Financial's AHRT Position: Q1 2026 in Review

Allworth Financial sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 230 shares — an estimated $1.52K sold.

Allworth Financial first reported a position in AHRT in Q4 2022 and held it in 13 quarters. The position peaked at $3.92K in Q3 2023. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Allworth Financial reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 230 AH Realty Trust shares in Q1 2026, an estimated $1.52K.
  • Allworth Financial first reported a position in AH Realty Trust in Q4 2022 and held it in 13 quarters.
  • Allworth Financial's AH Realty Trust position peaked at $3.92K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.