Callan Family Office’s AH Realty Trust AHRT Stock Holding History

Callan Family Office’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	-12,135	Closed	-$83.4K	–	851
2025 Q2	$83.4K	Buy	+12,135	New	+$84.3K	﹤0.01%	896

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Callan Family Office's AHRT Position: Q3 2025 in Review

Callan Family Office sold out of AH Realty Trust (AHRT) in Q3 2025, closing a stake of 12,135 shares — an estimated $83.4K sold.

Callan Family Office first reported a position in AHRT in Q2 2025 and held it in 1 quarter. The position peaked at $83.4K in Q2 2025. 223 funds tracked by Wall St. Rank hold AHRT as of Q3 2025.

Callan Family Office reported no remaining AH Realty Trust position as of Q3 2025 after selling out during the quarter.
Callan Family Office sold 12,135 AH Realty Trust shares in Q3 2025, an estimated $83.4K.
Callan Family Office first reported a position in AH Realty Trust in Q2 2025 and held it in 1 quarter.
Callan Family Office's AH Realty Trust position peaked at $83.4K in Q2 2025.
223 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.