Jones Financial Companies
AHRT

Jones Financial Companies’s AH Realty Trust AHRT Stock Holding History

Jones Financial Companies’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 		$5.26K Sell
739
-74
-9% -$475 ﹤0.01% 4067
2026
Q1 		$4.19K Buy
813
+273
+51% +$1.74K ﹤0.01% 3905
2025
Q4 		$3.58K Sell
540
-500
-48% -$3.3K ﹤0.01% 3637
2025
Q3 		$7.08K Hold
1,040
– – ﹤0.01% 3212
2025
Q2 		$7.29K Buy
1,040
+40
+4% +$278 ﹤0.01% 2987
2025
Q1 		$7.5K Hold
1,000
– – ﹤0.01% 2824
2024
Q4 		$10.2K Hold
1,000
– – ﹤0.01% 2524
2024
Q3 		$10.9K Buy
+1,000
New +$11.7K ﹤0.01% 2182

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

Jones Financial Companies's AHRT Position: Q2 2026 in Review

Jones Financial Companies reduced its AH Realty Trust (AHRT) stake by 9.1% in Q2 2026, selling an estimated $475 and leaving 739 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4067.

Jones Financial Companies first reported a position in AHRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.9K in Q3 2024. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Jones Financial Companies held 739 shares of AH Realty Trust worth $5.26K as of Q2 2026.
  • Jones Financial Companies sold 74 AH Realty Trust shares in Q2 2026, an estimated $475.
  • AH Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4067 holding.
  • Jones Financial Companies first reported a position in AH Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's AH Realty Trust position peaked at $10.9K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.