ACA
AHRT

American Capital Advisory’s AH Realty Trust AHRT Stock Holding History

American Capital Advisory’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 		$799K Sell
145,206
-746
-0.5% -$4.76K 0.32% 54
2025
Q4 		$966K Buy
+145,952
New +$963K 0.42% 45

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

American Capital Advisory's AHRT Position: Q1 2026 in Review

American Capital Advisory reduced its AH Realty Trust (AHRT) stake by 0.51% in Q1 2026, selling an estimated $4.76K and leaving 145,206 shares worth $799K. The position accounts for 0.32% of the portfolio, ranked #54.

American Capital Advisory first reported a position in AHRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $966K in Q4 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • American Capital Advisory held 145,206 shares of AH Realty Trust worth $799K as of Q1 2026.
  • American Capital Advisory sold 746 AH Realty Trust shares in Q1 2026, an estimated $4.76K.
  • AH Realty Trust made up 0.32% of American Capital Advisory's portfolio in Q1 2026, its #54 holding.
  • American Capital Advisory first reported a position in AH Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • American Capital Advisory's AH Realty Trust position peaked at $966K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.