Cerity Partners’s AH Realty Trust AHRT Stock Holding History

Cerity Partners’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	$58.1K	Sell	10,562 -156,928	-94%	-$1M	﹤0.01%	3093
2025 Q4	$1.11M	Sell	167,490 -50,657	-23%	-$334K	﹤0.01%	1667
2025 Q3	$1.53M	Sell	218,147 -15,153	-6%	-$107K	﹤0.01%	1411
2025 Q2	$1.6M	Buy	233,300 +67,553	+41%	+$469K	﹤0.01%	1316
2025 Q1	$1.24M	Buy	165,747 +106,588	+180%	+$968K	﹤0.01%	1327
2024 Q4	$610K	Buy	59,159 +45,395	+330%	+$494K	﹤0.01%	1649
2024 Q3	$149K	Buy	+13,764	New	+$161K	﹤0.01%	2374

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners's AHRT Position: Q1 2026 in Review

Cerity Partners reduced its AH Realty Trust (AHRT) stake by 94% in Q1 2026, selling an estimated $1M and leaving 10,562 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Cerity Partners first reported a position in AHRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

Cerity Partners held 10,562 shares of AH Realty Trust worth $58.1K as of Q1 2026.
Cerity Partners sold 156,928 AH Realty Trust shares in Q1 2026, an estimated $1M.
AH Realty Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3093 holding.
Cerity Partners first reported a position in AH Realty Trust in Q3 2024 and has held it in 7 quarters since.
Cerity Partners's AH Realty Trust position peaked at $1.6M in Q2 2025.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.