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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFP Advisors's AHRT Position: Q2 2026 in Review

IFP Advisors increased its AH Realty Trust (AHRT) stake by 2,554% in Q2 2026, buying an estimated $6.39K and bringing the position to 1,035 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3566.

IFP Advisors first reported a position in AHRT in Q1 2016 and has held it in 22 quarters since. The position peaked at $266K in Q2 2016. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

IFP Advisors held 1,035 shares of AH Realty Trust worth $7.33K as of Q2 2026.
IFP Advisors bought 996 AH Realty Trust shares in Q2 2026, an estimated $6.39K.
AH Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3566 holding.
IFP Advisors first reported a position in AH Realty Trust in Q1 2016 and has held it in 22 quarters since.
IFP Advisors's AH Realty Trust position peaked at $266K in Q2 2016.
196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.