Axa
AHRT

Axa’s AH Realty Trust AHRT Stock Holding History

Axa’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
Q3 		– Sell
-132,211
Closed -$908K – 94
2025
Q2 		$908K Buy
+132,211
New +$918K ﹤0.01% 909
2021
Q3 		– Sell
-14,900
Closed -$198K – 1223
2021
Q2 		$198K Sell
14,900
-8,800
-37% -$118K ﹤0.01% 1225
2021
Q1 		$297K Buy
23,700
+10,700
+82% +$131K ﹤0.01% 1141
2020
Q4 		$146K Buy
+13,000
New +$132K ﹤0.01% 1188

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axa's AHRT Position: Q3 2025 in Review

Axa sold out of AH Realty Trust (AHRT) in Q3 2025, closing a stake of 132,211 shares — an estimated $908K sold.

Axa first reported a position in AHRT in Q4 2020 and held it in 4 quarters. The position peaked at $908K in Q2 2025. 223 funds tracked by Wall St. Rank hold AHRT as of Q3 2025.

  • Axa reported no remaining AH Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Axa sold 132,211 AH Realty Trust shares in Q3 2025, an estimated $908K.
  • Axa first reported a position in AH Realty Trust in Q4 2020 and held it in 4 quarters.
  • Axa's AH Realty Trust position peaked at $908K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.