Focus Partners Wealth
AHRT

Focus Partners Wealth’s AH Realty Trust AHRT Stock Holding History

Focus Partners Wealth’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 		$123K Buy
17,394
+6,290
+57% +$40.4K ﹤0.01% 2588
2026
Q1 		$61.1K Buy
+11,104
New +$70.9K ﹤0.01% 2571
2025
Q4 		– Sell
-11,026
Closed -$87.3K – 2651
2025
Q3 		$87.3K Sell
11,026
-4,325
-28% -$30.7K ﹤0.01% 2135
2025
Q2 		$105K Buy
15,351
+1,949
+15% +$13.5K ﹤0.01% 1937
2025
Q1 		$101K Buy
13,402
+70
+0.5% +$636 ﹤0.01% 1815
2024
Q4 		$136K Buy
13,332
+2,931
+28% +$31.9K ﹤0.01% 1774
2024
Q3 		$113K Buy
10,401
+133
+1% +$1.55K ﹤0.01% 1510
2024
Q2 		$114K Buy
10,268
+35
+0.3% +$382 ﹤0.01% 1189
2024
Q1 		$106K Buy
+10,233
New +$116K ﹤0.01% 963

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

Focus Partners Wealth's AHRT Position: Q2 2026 in Review

Focus Partners Wealth increased its AH Realty Trust (AHRT) stake by 57% in Q2 2026, buying an estimated $40.4K and bringing the position to 17,394 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Focus Partners Wealth first reported a position in AHRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $136K in Q4 2024. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Focus Partners Wealth held 17,394 shares of AH Realty Trust worth $123K as of Q2 2026.
  • Focus Partners Wealth bought 6,290 AH Realty Trust shares in Q2 2026, an estimated $40.4K.
  • AH Realty Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2588 holding.
  • Focus Partners Wealth first reported a position in AH Realty Trust in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's AH Realty Trust position peaked at $136K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.