EWA
AHRT

EP Wealth Advisors’s AH Realty Trust AHRT Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$107K Sell
15,514
-3,510
-18% -$24.4K ﹤0.01% 1375
2025
Q1 		$143K Buy
+19,024
New +$173K ﹤0.01% 1198

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EP Wealth Advisors's AHRT Position: Q2 2025 in Review

EP Wealth Advisors reduced its AH Realty Trust (AHRT) stake by 18% in Q2 2025, selling an estimated $24.4K and leaving 15,514 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

EP Wealth Advisors first reported a position in AHRT in Q1 2025 and has held it in 2 quarters since. The position peaked at $143K in Q1 2025. 227 funds tracked by Wall St. Rank hold AHRT as of Q2 2025.

  • EP Wealth Advisors held 15,514 shares of AH Realty Trust worth $107K as of Q2 2025.
  • EP Wealth Advisors sold 3,510 AH Realty Trust shares in Q2 2025, an estimated $24.4K.
  • AH Realty Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1375 holding.
  • EP Wealth Advisors first reported a position in AH Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's AH Realty Trust position peaked at $143K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.