IA
AHRT

IFP Advisors’s AH Realty Trust AHRT Stock Holding History

IFP 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
Q1 		$214 Sell
39
-504
-93% -$3.22K ﹤0.01% 4610
2025
Q4 		$3.6K Sell
543
-107
-16% -$706 ﹤0.01% 3584
2025
Q3 		$4.56K Sell
650
-4
-0.6% -$28 ﹤0.01% 3303
2025
Q2 		$4.49K Buy
+654
New +$4.54K ﹤0.01% 3466
2025
Q1 		– Sell
-2
Closed -$20 – 4304
2024
Q4 		$20 Buy
+2
New +$22 ﹤0.01% 4451
2022
Q4 		– Sell
-380
Closed -$19K – 4593
2022
Q3 		$19K Hold
380
– – ﹤0.01% 3110
2022
Q2 		$19K Hold
380
– – ﹤0.01% 2871
2022
Q1 		$19K Buy
+380
New +$5.47K ﹤0.01% 2871
2019
Q1 		$136K Sell
8,719
-732
-8% -$11K 0.02% 583
2018
Q4 		$133K Hold
9,451
– – 0.01% 1049
2018
Q3 		$143K Hold
9,451
– – 0.01% 1268
2018
Q2 		$141K Sell
9,451
-3,235
-26% -$45.6K 0.01% 1283
2018
Q1 		$197K Hold
12,686
– – 0.01% 999
2017
Q4 		$197K Sell
12,686
-4,056
-24% -$60.2K 0.01% 1002
2017
Q3 		$231K Sell
16,742
-350
-2% -$4.67K 0.01% 1059
2017
Q2 		$221K Sell
17,092
-546
-3% -$7.48K 0.01% 1072
2017
Q1 		$245K Buy
17,638
+741
+4% +$10.3K 0.01% 1017
2016
Q4 		$246K Hold
16,897
– – 0.01% 950
2016
Q3 		$226K Sell
16,897
-2,444
-13% -$34.2K 0.01% 943
2016
Q2 		$266K Buy
19,341
+10,622
+122% +$129K 0.01% 835
2016
Q1 		$136K Buy
+8,719
New +$93K 0.02% 583

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

IFP Advisors's AHRT Position: Q1 2026 in Review

IFP Advisors reduced its AH Realty Trust (AHRT) stake by 93% in Q1 2026, selling an estimated $3.22K and leaving 39 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #4610.

IFP Advisors first reported a position in AHRT in Q1 2016 and has held it in 21 quarters since. The position peaked at $266K in Q2 2016. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • IFP Advisors held 39 shares of AH Realty Trust worth $214 as of Q1 2026.
  • IFP Advisors sold 504 AH Realty Trust shares in Q1 2026, an estimated $3.22K.
  • AH Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4610 holding.
  • IFP Advisors first reported a position in AH Realty Trust in Q1 2016 and has held it in 21 quarters since.
  • IFP Advisors's AH Realty Trust position peaked at $266K in Q2 2016.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.