IC
AHRT

IEQ Capital’s AH Realty Trust AHRT Stock Holding History

IEQ Capital’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
-30,301
Closed -$212K – 1841
2025
Q3 		$212K Sell
30,301
-11,368
-27% -$80.6K ﹤0.01% 1665
2025
Q2 		$286K Buy
+41,669
New +$289K ﹤0.01% 1422
2024
Q4 		– Sell
-10,431
Closed -$113K – 1329
2024
Q3 		$113K Buy
+10,431
New +$122K ﹤0.01% 1101

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

IEQ Capital's AHRT Position: Q4 2025 in Review

IEQ Capital sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 30,301 shares — an estimated $212K sold.

IEQ Capital first reported a position in AHRT in Q3 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • IEQ Capital reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 30,301 AH Realty Trust shares in Q4 2025, an estimated $212K.
  • IEQ Capital first reported a position in AH Realty Trust in Q3 2024 and held it in 3 quarters.
  • IEQ Capital's AH Realty Trust position peaked at $286K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.