BIG
AHRT

Brookwood Investment Group’s AH Realty Trust AHRT Stock Holding History

Brookwood Investment Group’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 		$1.26M Buy
178,384
+51,664
+41% +$332K 0.14% 152
2026
Q1 		$697K Buy
126,720
+29,428
+30% +$188K 0.09% 218
2025
Q4 		$644K Buy
97,292
+12,328
+15% +$81.4K 0.08% 238
2025
Q3 		$596K Buy
84,964
+11,513
+16% +$81.6K 0.08% 234
2025
Q2 		$505K Buy
73,451
+35,334
+93% +$245K 0.08% 228
2025
Q1 		$286K Buy
+38,117
New +$346K 0.05% 326

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brookwood Investment Group's AHRT Position: Q2 2026 in Review

Brookwood Investment Group increased its AH Realty Trust (AHRT) stake by 41% in Q2 2026, buying an estimated $332K and bringing the position to 178,384 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #152.

Brookwood Investment Group first reported a position in AHRT in Q1 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Brookwood Investment Group held 178,384 shares of AH Realty Trust worth $1.26M as of Q2 2026.
  • Brookwood Investment Group bought 51,664 AH Realty Trust shares in Q2 2026, an estimated $332K.
  • AH Realty Trust made up 0.14% of Brookwood Investment Group's portfolio in Q2 2026, its #152 holding.
  • Brookwood Investment Group first reported a position in AH Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.