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
2026
Q2 		$85.5K Buy
+12,074
New +$77.5K ﹤0.01% 1678
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 $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

EP Wealth Advisors's AHRT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in AH Realty Trust (AHRT) in Q2 2026: 12,074 shares worth $85.5K. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in AHRT as recently as Q2 2025.

EP Wealth Advisors first reported a position in AHRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $143K in Q1 2025. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • EP Wealth Advisors held 12,074 shares of AH Realty Trust worth $85.5K as of Q2 2026.
  • AH Realty Trust was a new EP Wealth Advisors position in Q2 2026.
  • AH Realty Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1678 holding.
  • EP Wealth Advisors first reported a position in AH Realty Trust in Q1 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's AH Realty Trust position peaked at $143K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.