Carson Wealth (CWM LLC)
AHRT

Carson Wealth (CWM LLC)’s AH Realty Trust AHRT Stock Holding History

Carson Wealth (CWM LLC)’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 		$32.6K Sell
5,926
-4,307
-42% -$27.5K ﹤0.01% 4100
2025
Q4 		$68K Sell
10,233
-15,540
-60% -$103K ﹤0.01% 3373
2025
Q3 		$181K Buy
25,773
+613
+2% +$4.35K ﹤0.01% 2524
2025
Q2 		$173K Buy
25,160
+23,345
+1,286% +$162K ﹤0.01% 2296
2025
Q1 		$14K Buy
1,815
+465
+34% +$4.22K ﹤0.01% 3899
2024
Q4 		$14K Buy
1,350
+120
+10% +$1.3K ﹤0.01% 3654
2024
Q3 		$13K Buy
1,230
+393
+47% +$4.59K ﹤0.01% 3607
2024
Q2 		$9K Buy
837
+80
+11% +$873 ﹤0.01% 3580
2024
Q1 		$8K Buy
757
+126
+20% +$1.43K ﹤0.01% 3435
2023
Q4 		$8K Sell
631
-568
-47% -$6.26K ﹤0.01% 3267
2023
Q3 		$12K Sell
1,199
-806
-40% -$9.36K ﹤0.01% 3021
2023
Q2 		$23K Buy
2,005
+1,179
+143% +$13.8K ﹤0.01% 2532
2023
Q1 		$10K Buy
826
+22
+3% +$270 ﹤0.01% 2922
2022
Q4 		$9K Buy
804
+709
+746% +$8.17K ﹤0.01% 2832
2022
Q3 		$1K Sell
95
-403
-81% -$5.26K ﹤0.01% 3591
2022
Q2 		$6K Sell
498
-283
-36% -$3.85K ﹤0.01% 2846
2022
Q1 		$11K Buy
781
+378
+94% +$5.44K ﹤0.01% 2397
2021
Q4 		$6K Buy
+403
New +$5.8K ﹤0.01% 2603

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T 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 $1.54B 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 $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AHRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its AH Realty Trust (AHRT) stake by 42% in Q1 2026, selling an estimated $27.5K and leaving 5,926 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4100.

Carson Wealth (CWM LLC) first reported a position in AHRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $181K in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,926 shares of AH Realty Trust worth $32.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,307 AH Realty Trust shares in Q1 2026, an estimated $27.5K.
  • AH Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4100 holding.
  • Carson Wealth (CWM LLC) first reported a position in AH Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s AH Realty Trust position peaked at $181K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.