IFP Advisors
AHRT icon

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
Q3 		$2.12K Sell
347
-688
-66% -$4.6K ﹤0.01% 4206
2026
Q2 		$7.33K Buy
1,035
+996
+2,554% +$6.39K ﹤0.01% 3566
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

Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFP Advisors's AHRT Position: Q3 2026 in Review

IFP Advisors reduced its AH Realty Trust (AHRT) stake by 66% in Q3 2026, selling an estimated $4.6K and leaving 347 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4206.

IFP Advisors first reported a position in AHRT in Q1 2016 and has held it in 23 quarters since. The position peaked at $266K in Q2 2016. 23 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • IFP Advisors held 347 shares of AH Realty Trust worth $2.12K as of Q3 2026.
  • IFP Advisors sold 688 AH Realty Trust shares in Q3 2026, an estimated $4.6K.
  • AH Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4206 holding.
  • IFP Advisors first reported a position in AH Realty Trust in Q1 2016 and has held it in 23 quarters since.
  • IFP Advisors's AH Realty Trust position peaked at $266K in Q2 2016.
  • 23 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.