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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
2026
Q3 		$6K Buy
+1,000
New +$6.69K ﹤0.01% 709
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

Western Standard LLC
Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's AHRT Position: Q3 2026 in Review

Avion Wealth opened a new position in AH Realty Trust (AHRT) in Q3 2026: 1,000 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Avion Wealth previously reported a position in AHRT as recently as Q3 2025.

Avion Wealth first reported a position in AHRT in Q2 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • Avion Wealth held 1,000 shares of AH Realty Trust worth $6K as of Q3 2026.
  • AH Realty Trust was a new Avion Wealth position in Q3 2026.
  • AH Realty Trust made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #709 holding.
  • Avion Wealth first reported a position in AH Realty Trust in Q2 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.