CPG
AHRT

Cornerstone Planning Group’s AH Realty Trust AHRT Stock Holding History

Cornerstone Planning 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
2026
Q1 		– Sell
-216
Closed -$1.47K – 1820
2025
Q4 		$1.47K Sell
216
-126
-37% -$831 ﹤0.01% 1256
2025
Q3 		$2.21K Buy
+342
New +$2.42K ﹤0.01% 1139

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

Cornerstone Planning Group's AHRT Position: Q1 2026 in Review

Cornerstone Planning Group sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 216 shares — an estimated $1.47K sold.

Cornerstone Planning Group first reported a position in AHRT in Q3 2025 and held it in 2 quarters. The position peaked at $2.21K in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Cornerstone Planning Group reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 216 AH Realty Trust shares in Q1 2026, an estimated $1.47K.
  • Cornerstone Planning Group first reported a position in AH Realty Trust in Q3 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's AH Realty Trust position peaked at $2.21K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.