LPL Financial
AHRT

LPL Financial’s AH Realty Trust AHRT Stock Holding History

LPL Financial’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 		$232K Buy
32,809
+836
+3% +$5.37K ﹤0.01% 5651
2026
Q1 		$176K Buy
31,973
+1,972
+7% +$12.6K ﹤0.01% 5544
2025
Q4 		$199K Sell
30,001
-2,282
-7% -$15.1K ﹤0.01% 5448
2025
Q3 		$226K Buy
32,283
+5,697
+21% +$40.4K ﹤0.01% 5272
2025
Q2 		$183K Sell
26,586
-6,310
-19% -$43.8K ﹤0.01% 5125
2025
Q1 		$247K Buy
32,896
+8,396
+34% +$76.3K ﹤0.01% 4708
2024
Q4 		$251K Buy
24,500
+5,559
+29% +$60.4K ﹤0.01% 4668
2024
Q3 		$205K Sell
18,941
-4,209
-18% -$49.2K ﹤0.01% 4712
2024
Q2 		$257K Buy
23,150
+9,984
+76% +$109K ﹤0.01% 4381
2024
Q1 		$137K Sell
13,166
-11,978
-48% -$136K ﹤0.01% 4606
2023
Q4 		$311K Sell
25,144
-1,327
-5% -$14.6K ﹤0.01% 4061
2023
Q3 		$271K Sell
26,471
-8,427
-24% -$97.8K ﹤0.01% 4004
2023
Q2 		$408K Sell
34,898
-1,652
-5% -$19.3K ﹤0.01% 3610
2023
Q1 		$432K Buy
36,550
+1,274
+4% +$15.7K ﹤0.01% 3448
2022
Q4 		$406K Sell
35,276
-3,299
-9% -$38K ﹤0.01% 3433
2022
Q3 		$400K Buy
38,575
+583
+2% +$7.61K ﹤0.01% 3350
2022
Q2 		$488K Buy
37,992
+7,829
+26% +$106K ﹤0.01% 3227
2022
Q1 		$440K Buy
30,163
+3,969
+15% +$57.2K ﹤0.01% 3300
2021
Q4 		$399K Buy
26,194
+3,908
+18% +$56.2K ﹤0.01% 3470
2021
Q3 		$298K Buy
+22,286
New +$295K ﹤0.01% 3652
2020
Q3 		– Sell
-11,303
Closed -$112K – 3551
2020
Q2 		$112K Sell
11,303
-4,070
-26% -$36.9K ﹤0.01% 3279
2020
Q1 		$164K Sell
15,373
-1,046
-6% -$17K ﹤0.01% 2872
2019
Q4 		$301K Sell
16,419
-946
-5% -$17.2K ﹤0.01% 2771
2019
Q3 		$314K Buy
+17,365
New +$301K ﹤0.01% 2640

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial's AHRT Position: Q2 2026 in Review

LPL Financial increased its AH Realty Trust (AHRT) stake by 2.6% in Q2 2026, buying an estimated $5.37K and bringing the position to 32,809 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #5651.

LPL Financial first reported a position in AHRT in Q3 2019 and has held it in 24 quarters since. The position peaked at $488K in Q2 2022. 81 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • LPL Financial held 32,809 shares of AH Realty Trust worth $232K as of Q2 2026.
  • LPL Financial bought 836 AH Realty Trust shares in Q2 2026, an estimated $5.37K.
  • AH Realty Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5651 holding.
  • LPL Financial first reported a position in AH Realty Trust in Q3 2019 and has held it in 24 quarters since.
  • LPL Financial's AH Realty Trust position peaked at $488K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.