Creative Planning’s AH Realty Trust AHRT Stock Holding History

Creative Planning’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	$61.5K	Sell	11,181 -27,912	-71%	-$178K	﹤0.01%	3967
2025 Q4	$259K	Sell	39,093 -30,145	-44%	-$199K	﹤0.01%	3348
2025 Q3	$485K	Buy	69,238 +19,922	+40%	+$141K	﹤0.01%	2748
2025 Q2	$339K	Buy	+49,316	New	+$342K	﹤0.01%	2787
2025 Q1	–	Sell	-2,662	Closed	-$27.2K	–	3467
2024 Q4	$27.2K	Buy	+2,662	New	+$28.9K	﹤0.01%	3307
2017 Q3	–	Sell	-2,004	Closed	-$26K	–	1921
2017 Q2	$26K	Hold	2,004	–	–	﹤0.01%	2983
2017 Q1	$28K	Sell	2,004 -896	-31%	-$12.5K	﹤0.01%	2880
2016 Q4	$42K	Sell	2,900 -2,826	-49%	-$39.2K	﹤0.01%	2524
2016 Q3	$77K	Buy	5,726 +3,228	+129%	+$45.2K	﹤0.01%	2031
2016 Q2	$34K	Buy	2,498 +2,098	+525%	+$25.5K	﹤0.01%	2406
2016 Q1	$5K	Sell	400 -82	-17%	-$875	﹤0.01%	3555
2015 Q4	$5K	Sell	482 -1,018	-68%	-$10.9K	﹤0.01%	3647
2015 Q3	$15K	Buy	+1,500	New	+$15.1K	﹤0.01%	2933

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's AHRT Position: Q1 2026 in Review

Creative Planning reduced its AH Realty Trust (AHRT) stake by 71% in Q1 2026, selling an estimated $178K and leaving 11,181 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

Creative Planning first reported a position in AHRT in Q3 2015 and has held it in 13 quarters since. The position peaked at $485K in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

Creative Planning held 11,181 shares of AH Realty Trust worth $61.5K as of Q1 2026.
Creative Planning sold 27,912 AH Realty Trust shares in Q1 2026, an estimated $178K.
AH Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3967 holding.
Creative Planning first reported a position in AH Realty Trust in Q3 2015 and has held it in 13 quarters since.
Creative Planning's AH Realty Trust position peaked at $485K in Q3 2025.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.