FFWM
AHRT

Future Financial Wealth Management’s AH Realty Trust AHRT Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-400
Closed -$2.8K – 134
2025
Q3 		$2.8K Hold
400
– – ﹤0.01% 432
2025
Q2 		$2.75K Hold
400
– – ﹤0.01% 419
2025
Q1 		$3K Hold
400
– – ﹤0.01% 413
2024
Q4 		$4.09K Hold
400
– – ﹤0.01% 404
2024
Q3 		$4.33K Buy
+400
New +$4.67K ﹤0.01% 418
2024
Q2 		– Sell
-400
Closed -$4.16K – 130
2024
Q1 		$4.16K Buy
+400
New +$4.54K ﹤0.01% 442
2022
Q2 		– Sell
-400
Closed -$6K – 137
2022
Q1 		$6K Hold
400
– – 0.01% 455
2021
Q4 		$6K Buy
+400
New +$5.76K ﹤0.01% 468

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's AHRT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 400 shares — an estimated $2.8K sold.

Future Financial Wealth Management first reported a position in AHRT in Q4 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • Future Financial Wealth Management reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 400 AH Realty Trust shares in Q4 2025, an estimated $2.8K.
  • Future Financial Wealth Management first reported a position in AH Realty Trust in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's AH Realty Trust position peaked at $6K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.