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 Q2	$4.21M	Buy	594,326 +305	+0.1%	+$1.96K	0.04%	266
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 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

Clearstead Advisors's AHRT Position: Q2 2026 in Review

Clearstead Advisors increased its AH Realty Trust (AHRT) stake by 0.05% in Q2 2026, buying an estimated $1.96K and bringing the position to 594,326 shares worth $4.21M. The position accounts for 0.04% of the portfolio, ranked #266.

Clearstead Advisors first reported a position in AHRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.44M in Q4 2024. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Clearstead Advisors held 594,326 shares of AH Realty Trust worth $4.21M as of Q2 2026.
Clearstead Advisors bought 305 AH Realty Trust shares in Q2 2026, an estimated $1.96K.
AH Realty Trust made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #266 holding.
Clearstead Advisors first reported a position in AH Realty Trust in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's AH Realty Trust position peaked at $6.44M in Q4 2024.
196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.