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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return