IWC
AHRT

Integrated Wealth Concepts’s AH Realty Trust AHRT Stock Holding History

Integrated Wealth Concepts’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 		$9.65K Buy
+1,363
New +$8.75K ﹤0.01% 4583

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's AHRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AH Realty Trust (AHRT) in Q2 2026: 1,363 shares worth $9.65K. The stake represents ﹤0.01% of the portfolio and ranks #4583 among its holdings.

196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Integrated Wealth Concepts held 1,363 shares of AH Realty Trust worth $9.65K as of Q2 2026.
  • AH Realty Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • AH Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4583 holding.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.