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 Q2	$198K	Buy	27,970 +17,408	+165%	+$112K	﹤0.01%	3055
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cerity Partners's AHRT Position: Q2 2026 in Review

Cerity Partners increased its AH Realty Trust (AHRT) stake by 165% in Q2 2026, buying an estimated $112K and bringing the position to 27,970 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Cerity Partners first reported a position in AHRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2025. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Cerity Partners held 27,970 shares of AH Realty Trust worth $198K as of Q2 2026.
Cerity Partners bought 17,408 AH Realty Trust shares in Q2 2026, an estimated $112K.
AH Realty Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3055 holding.
Cerity Partners first reported a position in AH Realty Trust in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's AH Realty Trust position peaked at $1.6M in Q2 2025.
196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.