BM
AHRT

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
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 $882M AUM 42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Berman McAleer's AHRT Position: Q2 2026 in Review

Berman McAleer held its AH Realty Trust (AHRT) position steady in Q2 2026 at 1,023,400 shares worth $7.25M. The position accounts for 0.84% of the portfolio, ranked #25.

Berman McAleer first reported a position in AHRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.32M in Q3 2025. 15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Berman McAleer held 1,023,400 shares of AH Realty Trust worth $7.25M as of Q2 2026.
  • Berman McAleer left its AH Realty Trust share count unchanged in Q2 2026.
  • AH Realty Trust made up 0.84% of Berman McAleer's portfolio in Q2 2026, its #25 holding.
  • Berman McAleer first reported a position in AH Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's AH Realty Trust position peaked at $7.32M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.