EWA
AHRT

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
Q2 		$4.56K Sell
644
-1,847
-74% -$11.9K ﹤0.01% 3331
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
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

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

EverSource Wealth Advisors reduced its AH Realty Trust (AHRT) stake by 74% in Q2 2026, selling an estimated $11.9K and leaving 644 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

EverSource Wealth Advisors first reported a position in AHRT in Q4 2021 and has held it in 15 quarters since. The position peaked at $19.3K in Q3 2025. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • EverSource Wealth Advisors held 644 shares of AH Realty Trust worth $4.56K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,847 AH Realty Trust shares in Q2 2026, an estimated $11.9K.
  • AH Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3331 holding.
  • EverSource Wealth Advisors first reported a position in AH Realty Trust in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's AH Realty Trust position peaked at $19.3K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.