InceptionR’s AH Realty Trust AHRT Stock Holding History

InceptionR’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	–	Sell	-20,132	Closed	-$133K	–	630
2025 Q4	$133K	Buy	20,132 +5,144	+34%	+$33.9K	0.04%	571
2025 Q3	$105K	Sell	14,988 -33,176	-69%	-$235K	0.03%	634
2025 Q2	$331K	Buy	+48,164	New	+$334K	0.08%	425

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

InceptionR's AHRT Position: Q1 2026 in Review

InceptionR sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 20,132 shares — an estimated $133K sold.

InceptionR first reported a position in AHRT in Q2 2025 and held it in 3 quarters. The position peaked at $331K in Q2 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

InceptionR reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
InceptionR sold 20,132 AH Realty Trust shares in Q1 2026, an estimated $133K.
InceptionR first reported a position in AH Realty Trust in Q2 2025 and held it in 3 quarters.
InceptionR's AH Realty Trust position peaked at $331K in Q2 2025.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.