Clearstead Trust’s AH Realty Trust AHRT Stock Holding History

Clearstead Trust’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	–	Sell	-32	Closed	-$225	–	1019
2025 Q3	$225	Hold	32	–	–	﹤0.01%	1488
2025 Q2	$220	Buy	+32	New	+$222	﹤0.01%	1461

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearstead Trust's AHRT Position: Q4 2025 in Review

Clearstead Trust sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 32 shares — an estimated $225 sold.

Clearstead Trust first reported a position in AHRT in Q2 2025 and held it in 2 quarters. The position peaked at $225 in Q3 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

Clearstead Trust reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 32 AH Realty Trust shares in Q4 2025, an estimated $225.
Clearstead Trust first reported a position in AH Realty Trust in Q2 2025 and held it in 2 quarters.
Clearstead Trust's AH Realty Trust position peaked at $225 in Q3 2025.
214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.