CA
AHRT

Clearstead Advisors’s AH Realty Trust AHRT Stock Holding History

Clearstead Advisors’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 		$3.27M Sell
594,021
-53,724
-8% -$343K 0.03% 286
2025
Q4 		$4.29M Sell
647,745
-17,846
-3% -$118K 0.05% 221
2025
Q3 		$4.67M Sell
665,591
-58,083
-8% -$412K 0.06% 207
2025
Q2 		$4.97M Buy
723,674
+13,270
+2% +$92.2K 0.07% 199
2025
Q1 		$5.34M Buy
710,404
+81,176
+13% +$737K 0.08% 175
2024
Q4 		$6.44M Buy
629,228
+95,238
+18% +$1.04M 0.1% 153
2024
Q3 		$5.78M Sell
533,990
-19,931
-4% -$233K 0.09% 170
2024
Q2 		$6.14M Buy
+553,921
New +$6.04M 0.1% 154

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

Clearstead Advisors's AHRT Position: Q1 2026 in Review

Clearstead Advisors reduced its AH Realty Trust (AHRT) stake by 8.3% in Q1 2026, selling an estimated $343K and leaving 594,021 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #286.

Clearstead Advisors first reported a position in AHRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.44M in Q4 2024. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Clearstead Advisors held 594,021 shares of AH Realty Trust worth $3.27M as of Q1 2026.
  • Clearstead Advisors sold 53,724 AH Realty Trust shares in Q1 2026, an estimated $343K.
  • AH Realty Trust made up 0.03% of Clearstead Advisors's portfolio in Q1 2026, its #286 holding.
  • Clearstead Advisors first reported a position in AH Realty Trust in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's AH Realty Trust position peaked at $6.44M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.