CIBC Private Wealth Group
AHRT

CIBC Private Wealth Group’s AH Realty Trust AHRT Stock Holding History

CIBC Private Wealth Group’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 		$126 Buy
+19
New +$125 ﹤0.01% 3287
2022
Q2 		– Sell
-368,214
Closed -$5.38M – 1190
2022
Q1 		$5.38M Hold
368,214
– – 0.01% 387
2021
Q4 		$5.6M Sell
368,214
-75,000
-17% -$1.08M 0.01% 389
2021
Q3 		$5.93M Sell
443,214
-300,000
-40% -$3.97M 0.01% 375
2021
Q2 		$9.88M Buy
+743,214
New +$9.96M 0.02% 337

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

CIBC Private Wealth Group's AHRT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in AH Realty Trust (AHRT) in Q4 2025: 19 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #3287 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in AHRT as recently as Q1 2022.

CIBC Private Wealth Group first reported a position in AHRT in Q2 2021 and has held it in 5 quarters since. The position peaked at $9.88M in Q2 2021. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • CIBC Private Wealth Group held 19 shares of AH Realty Trust worth $126 as of Q4 2025.
  • AH Realty Trust was a new CIBC Private Wealth Group position in Q4 2025.
  • AH Realty Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3287 holding.
  • CIBC Private Wealth Group first reported a position in AH Realty Trust in Q2 2021 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's AH Realty Trust position peaked at $9.88M in Q2 2021.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.