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
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 $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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focus Partners Wealth's AHRT Position: Q1 2026 in Review

Focus Partners Wealth opened a new position in AH Realty Trust (AHRT) in Q1 2026: 11,104 shares worth $61.1K. The stake represents ﹤0.01% of the portfolio and ranks #2571 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in AHRT as recently as Q3 2025.

Focus Partners Wealth first reported a position in AHRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $136K in Q4 2024. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Focus Partners Wealth held 11,104 shares of AH Realty Trust worth $61.1K as of Q1 2026.
  • AH Realty Trust was a new Focus Partners Wealth position in Q1 2026.
  • AH Realty Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2571 holding.
  • Focus Partners Wealth first reported a position in AH Realty Trust in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's AH Realty Trust position peaked at $136K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.