First Trust Advisors’s AH Realty Trust AHRT Stock Holding History

First Trust 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	$71.9K	Sell	10,159 -1,326	-12%	-$8.51K	﹤0.01%	2648
2026 Q1	$63.2K	Sell	11,485 -5,321	-32%	-$34K	﹤0.01%	2594
2025 Q4	$111K	Buy	16,806 +2,792	+20%	+$18.4K	﹤0.01%	2609
2025 Q3	$98.2K	Buy	14,014 +1,589	+13%	+$11.3K	﹤0.01%	2554
2025 Q2	$85.4K	Sell	12,425 -2,669	-18%	-$18.5K	﹤0.01%	2573
2025 Q1	$113K	Sell	15,094 -9,390	-38%	-$85.3K	﹤0.01%	2503
2024 Q4	$250K	Buy	24,484 +13,914	+132%	+$151K	﹤0.01%	2423
2024 Q3	$114K	Buy	+10,570	New	+$124K	﹤0.01%	2342
2022 Q4	–	Sell	-11,318	Closed	-$117K	–	2415
2022 Q3	$117K	Sell	11,318 -2,572	-19%	-$33.6K	﹤0.01%	2431
2022 Q2	$178K	Buy	13,890 +246	+2%	+$3.34K	﹤0.01%	2402
2022 Q1	$199K	Buy	13,644 +1,366	+11%	+$19.7K	﹤0.01%	2472
2021 Q4	$187K	Buy	12,278 +967	+9%	+$13.9K	﹤0.01%	2468
2021 Q3	$151K	Buy	+11,311	New	+$150K	﹤0.01%	2480
2020 Q4	–	Sell	-23,484	Closed	-$217K	–	2305
2020 Q3	$217K	Sell	23,484 -11,916	-34%	-$117K	﹤0.01%	2218
2020 Q2	$352K	Buy	+35,400	New	+$321K	﹤0.01%	2106
2017 Q4	–	Sell	-11,691	Closed	-$161K	–	2376
2017 Q3	$161K	Sell	11,691 -35,397	-75%	-$472K	﹤0.01%	2354
2017 Q2	$610K	Buy	47,088 +6,785	+17%	+$92.9K	﹤0.01%	2013
2017 Q1	$560K	Sell	40,303 -11,331	-22%	-$158K	﹤0.01%	2046
2016 Q4	$752K	Buy	51,634 +17,525	+51%	+$243K	﹤0.01%	1958
2016 Q3	$457K	Buy	34,109 +5,550	+19%	+$77.6K	﹤0.01%	2028
2016 Q2	$392K	Buy	28,559 +2,880	+11%	+$35K	﹤0.01%	2025
2016 Q1	$289K	Sell	25,679 -251	-1%	-$2.68K	﹤0.01%	2075
2015 Q4	$272K	Buy	25,930 +4,475	+21%	+$47.7K	﹤0.01%	2090
2015 Q3	$210K	Buy	+21,455	New	+$215K	﹤0.01%	2142
2015 Q2	–	Sell	-10,581	Closed	-$113K	–	2231
2015 Q1	$113K	Sell	10,581 -1,542	-13%	-$16.3K	﹤0.01%	2204
2014 Q4	$115K	Buy	+12,123	New	+$113K	﹤0.01%	2225

Other funds holding AHRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Trust Advisors's AHRT Position: Q2 2026 in Review

First Trust Advisors reduced its AH Realty Trust (AHRT) stake by 12% in Q2 2026, selling an estimated $8.51K and leaving 10,159 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

First Trust Advisors first reported a position in AHRT in Q4 2014 and has held it in 26 quarters since. The position peaked at $752K in Q4 2016. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

First Trust Advisors held 10,159 shares of AH Realty Trust worth $71.9K as of Q2 2026.
First Trust Advisors sold 1,326 AH Realty Trust shares in Q2 2026, an estimated $8.51K.
AH Realty Trust made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2648 holding.
First Trust Advisors first reported a position in AH Realty Trust in Q4 2014 and has held it in 26 quarters since.
First Trust Advisors's AH Realty Trust position peaked at $752K in Q4 2016.
196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.