CAL
AHRT

Capital Advisors Ltd’s AH Realty Trust AHRT Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-76
Closed -$1K – 1322
2025
Q3 		$1K Hold
76
– – ﹤0.01% 1127
2025
Q2 		$1K Buy
+76
New +$528 ﹤0.01% 1126

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advisors Ltd's AHRT Position: Q4 2025 in Review

Capital Advisors Ltd sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 76 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in AHRT in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • Capital Advisors Ltd reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 76 AH Realty Trust shares in Q4 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in AH Realty Trust in Q2 2025 and held it in 2 quarters.
  • Capital Advisors Ltd's AH Realty Trust position peaked at $1K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.