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Essential Partners’s AH Realty Trust AHRT Stock Holding History

Essential 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
Q3 		$3.44K Sell
564
-25
-4% -$167 ﹤0.01% 1681
2026
Q2 		$4.17K Buy
589
+380
+182% +$2.44K ﹤0.01% 1622
2026
Q1 		$1.15K Sell
209
-202
-49% -$1.29K ﹤0.01% 2194
2025
Q4 		$2.72K Sell
411
-1,039
-72% -$6.86K ﹤0.01% 1694
2025
Q3 		$10.2K Buy
1,450
+765
+112% +$5.42K ﹤0.01% 1148
2025
Q2 		$4.71K Buy
+685
New +$4.76K ﹤0.01% 1071

Other funds holding AHRT

Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Essential Partners's AHRT Position: Q3 2026 in Review

Essential Partners reduced its AH Realty Trust (AHRT) stake by 4.2% in Q3 2026, selling an estimated $167 and leaving 564 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Essential Partners first reported a position in AHRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q3 2025. 24 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • Essential Partners held 564 shares of AH Realty Trust worth $3.44K as of Q3 2026.
  • Essential Partners sold 25 AH Realty Trust shares in Q3 2026, an estimated $167.
  • AH Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1681 holding.
  • Essential Partners first reported a position in AH Realty Trust in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's AH Realty Trust position peaked at $10.2K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.