Berman McAleer
AHRT icon

Berman McAleer’s AH Realty Trust AHRT Stock Holding History

Berman McAleer’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 		$6.24M Hold
1,023,400
– – 0.72% 27
2026
Q2 		$7.25M Hold
1,023,400
– – 0.84% 25
2026
Q1 		$5.63M Hold
1,023,400
– – 0.77% 23
2025
Q4 		$6.77M Hold
1,023,400
– – 0.93% 23
2025
Q3 		$7.32M Buy
+1,023,400
New +$7.26M 1.02% 23

Other funds holding AHRT

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Berman McAleer's AHRT Position: Q3 2026 in Review

Berman McAleer held its AH Realty Trust (AHRT) position steady in Q3 2026 at 1,023,400 shares worth $6.24M. The position accounts for 0.72% of the portfolio, ranked #27.

Berman McAleer first reported a position in AHRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.32M in Q3 2025. 23 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • Berman McAleer held 1,023,400 shares of AH Realty Trust worth $6.24M as of Q3 2026.
  • Berman McAleer left its AH Realty Trust share count unchanged in Q3 2026.
  • AH Realty Trust made up 0.72% of Berman McAleer's portfolio in Q3 2026, its #27 holding.
  • Berman McAleer first reported a position in AH Realty Trust in Q3 2025 and has held it in 5 quarters since.
  • Berman McAleer's AH Realty Trust position peaked at $7.32M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on Berman McAleer's 13F filing for Q3 2026, filed 16 Oct 2026.