Farther Finance Advisors’s AH Realty Trust AHRT Stock Holding History

Farther Finance 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	$48.3K	Buy	6,791 +931	+16%	+$5.97K	﹤0.01%	3271
2026 Q1	$31.6K	Buy	5,860 +5,143	+717%	+$32.8K	﹤0.01%	3331
2025 Q4	$4.75K	Buy	717 +668	+1,363%	+$4.41K	﹤0.01%	4334
2025 Q3	$343	Buy	49 +12	+32%	+$85	﹤0.01%	4622
2025 Q2	$254	Buy	37 +7	+23%	+$49	﹤0.01%	4165
2025 Q1	$223	Hold	30	–	–	﹤0.01%	3932
2024 Q4	$307	Hold	30	–	–	﹤0.01%	3552
2024 Q3	$325	Hold	30	–	–	﹤0.01%	3535
2024 Q2	$329	Hold	30	–	–	﹤0.01%	3375
2024 Q1	$308	Hold	30	–	–	﹤0.01%	3160
2023 Q4	$371	Buy	30 +5	+20%	+$55	﹤0.01%	3070
2023 Q3	$256	Hold	25	–	–	﹤0.01%	2419
2023 Q2	$292	Hold	25	–	–	﹤0.01%	2283
2023 Q1	$295	Hold	25	–	–	﹤0.01%	2125
2022 Q4	$288	Buy	+25	New	+$288	﹤0.01%	1952

Other funds holding AHRT

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Farther Finance Advisors's AHRT Position: Q2 2026 in Review

Farther Finance Advisors increased its AH Realty Trust (AHRT) stake by 16% in Q2 2026, buying an estimated $5.97K and bringing the position to 6,791 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

Farther Finance Advisors first reported a position in AHRT in Q4 2022 and has held it in 15 quarters since. 19 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Farther Finance Advisors held 6,791 shares of AH Realty Trust worth $48.3K as of Q2 2026.
Farther Finance Advisors bought 931 AH Realty Trust shares in Q2 2026, an estimated $5.97K.
AH Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3271 holding.
Farther Finance Advisors first reported a position in AH Realty Trust in Q4 2022 and has held it in 15 quarters since.
19 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.