CFS
AHRT

Commonwealth Financial Services’s AH Realty Trust AHRT Stock Holding History

Commonwealth Financial Services’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 		$274K Sell
38,724
-6,377
-14% -$40.9K 0.04% 228
2026
Q1 		$248K Buy
+45,101
New +$288K 0.04% 213

Other funds holding AHRT

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Commonwealth Financial Services's AHRT Position: Q2 2026 in Review

Commonwealth Financial Services reduced its AH Realty Trust (AHRT) stake by 14% in Q2 2026, selling an estimated $40.9K and leaving 38,724 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #228.

Commonwealth Financial Services first reported a position in AHRT in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Commonwealth Financial Services held 38,724 shares of AH Realty Trust worth $274K as of Q2 2026.
  • Commonwealth Financial Services sold 6,377 AH Realty Trust shares in Q2 2026, an estimated $40.9K.
  • AH Realty Trust made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #228 holding.
  • Commonwealth Financial Services first reported a position in AH Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.