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

EverSource 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 Q1	$13.7K	Buy	2,491 +700	+39%	+$4.47K	﹤0.01%	2746
2025 Q4	$11.9K	Sell	1,791 -963	-35%	-$6.36K	﹤0.01%	2715
2025 Q3	$19.3K	Sell	2,754 -30	-1%	-$213	﹤0.01%	2384
2025 Q2	$19.1K	Buy	2,784 +2,545	+1,065%	+$17.7K	﹤0.01%	2329
2025 Q1	$1.79K	Buy	239 +47	+24%	+$427	﹤0.01%	2975
2024 Q4	$1.96K	Buy	192 +10	+5%	+$109	﹤0.01%	2715
2024 Q3	$1.97K	Hold	182	–	–	﹤0.01%	2556
2024 Q2	$2.16K	Hold	182	–	–	﹤0.01%	2526
2024 Q1	$1.92K	Buy	182 +48	+36%	+$544	﹤0.01%	2402
2023 Q4	$1.66K	Buy	+134	New	+$1.48K	﹤0.01%	2228
2022 Q4	–	Sell	-342	Closed	-$3K	–	2302
2022 Q3	$3K	Sell	342 -114	-25%	-$1.49K	﹤0.01%	1499
2022 Q2	$6K	Hold	456	–	–	﹤0.01%	1177
2022 Q1	$7K	Hold	456	–	–	﹤0.01%	1119
2021 Q4	$7K	Buy	+456	New	+$6.56K	﹤0.01%	1082

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EverSource Wealth Advisors's AHRT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its AH Realty Trust (AHRT) stake by 39% in Q1 2026, buying an estimated $4.47K and bringing the position to 2,491 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

EverSource Wealth Advisors first reported a position in AHRT in Q4 2021 and has held it in 14 quarters since. The position peaked at $19.3K in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

EverSource Wealth Advisors held 2,491 shares of AH Realty Trust worth $13.7K as of Q1 2026.
EverSource Wealth Advisors bought 700 AH Realty Trust shares in Q1 2026, an estimated $4.47K.
AH Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2746 holding.
EverSource Wealth Advisors first reported a position in AH Realty Trust in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's AH Realty Trust position peaked at $19.3K in Q3 2025.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.