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
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

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ICM
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Franklin Resources
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return