DWP
AHRT

Daymark Wealth Partners’s AH Realty Trust AHRT Stock Holding History

Daymark Wealth Partners’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 		$85.7K Sell
12,098
-4,246
-26% -$27.3K ﹤0.01% 798
2026
Q1 		$89.9K Buy
+16,344
New +$104K ﹤0.01% 730

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

Daymark Wealth Partners's AHRT Position: Q2 2026 in Review

Daymark Wealth Partners reduced its AH Realty Trust (AHRT) stake by 26% in Q2 2026, selling an estimated $27.3K and leaving 12,098 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Daymark Wealth Partners first reported a position in AHRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $89.9K in Q1 2026. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Daymark Wealth Partners held 12,098 shares of AH Realty Trust worth $85.7K as of Q2 2026.
  • Daymark Wealth Partners sold 4,246 AH Realty Trust shares in Q2 2026, an estimated $27.3K.
  • AH Realty Trust made up ﹤0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #798 holding.
  • Daymark Wealth Partners first reported a position in AH Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Daymark Wealth Partners's AH Realty Trust position peaked at $89.9K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.