ECM
AHRT

Evergreen Capital Management’s AH Realty Trust AHRT Stock Holding History

Evergreen Capital Management’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
Q1 		– Sell
-13,654
Closed -$92.3K – 1513
2025
Q4 		$92.3K Sell
13,654
-1,099
-7% -$7.25K ﹤0.01% 1372
2025
Q3 		$103K Sell
14,753
-654
-4% -$4.64K ﹤0.01% 1279
2025
Q2 		$106K Buy
+15,407
New +$107K ﹤0.01% 1096
2023
Q4 		– Sell
-11,640
Closed -$121K – 849
2023
Q3 		$121K Buy
11,640
+597
+5% +$6.93K 0.01% 751
2023
Q2 		$131K Hold
11,043
– – 0.01% 765
2023
Q1 		$132K Hold
11,043
– – 0.01% 680
2022
Q4 		$129K Buy
+11,043
New +$127K 0.01% 646

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evergreen Capital Management's AHRT Position: Q1 2026 in Review

Evergreen Capital Management sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 13,654 shares — an estimated $92.3K sold.

Evergreen Capital Management first reported a position in AHRT in Q4 2022 and held it in 7 quarters. The position peaked at $132K in Q1 2023. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Evergreen Capital Management reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 13,654 AH Realty Trust shares in Q1 2026, an estimated $92.3K.
  • Evergreen Capital Management first reported a position in AH Realty Trust in Q4 2022 and held it in 7 quarters.
  • Evergreen Capital Management's AH Realty Trust position peaked at $132K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.