Avion Wealth’s AH Realty Trust AHRT Stock Holding History

Avion Wealth’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
2025 Q4	–	Sell	-72	Closed	–	–	1190
2025 Q3	$0	Hold	72	–	–	﹤0.01%	1155
2025 Q2	$0	Buy	+72	New	+$500	﹤0.01%	1117

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avion Wealth's AHRT Position: Q4 2025 in Review

Avion Wealth sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 72 shares.

Avion Wealth first reported a position in AHRT in Q2 2025 and held it in 2 quarters. The position peaked at $0 in Q3 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

Avion Wealth reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 72 AH Realty Trust shares in Q4 2025.
Avion Wealth first reported a position in AH Realty Trust in Q2 2025 and held it in 2 quarters.
Avion Wealth's AH Realty Trust position peaked at $0 in Q3 2025.
214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.