Creative Planning
AHRT

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
Q2 		– Sell
-11,181
Closed -$61.5K – 4299
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's AHRT Position: Q2 2026 in Review

Creative Planning sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 11,181 shares — an estimated $61.5K sold.

Creative Planning first reported a position in AHRT in Q3 2015 and held it in 13 quarters. The position peaked at $485K in Q3 2025. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Creative Planning reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 11,181 AH Realty Trust shares in Q2 2026, an estimated $61.5K.
  • Creative Planning first reported a position in AH Realty Trust in Q3 2015 and held it in 13 quarters.
  • Creative Planning's AH Realty Trust position peaked at $485K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.