LSV Asset Management
AHRT

LSV Asset Management’s AH Realty Trust AHRT Stock Holding History

LSV Asset Management’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 		$1.93M Buy
350,004
+87,200
+33% +$557K ﹤0.01% 573
2025
Q4 		$1.74M Sell
262,804
-29,600
-10% -$195K ﹤0.01% 588
2025
Q3 		$2.05M Sell
292,404
-26,300
-8% -$186K ﹤0.01% 574
2025
Q2 		$2.19M Hold
318,704
– – 0.01% 546
2025
Q1 		$2.39M Sell
318,704
-94,797
-23% -$861K 0.01% 547
2024
Q4 		$4.23M Sell
413,501
-324,400
-44% -$3.53M 0.01% 504
2024
Q3 		$7.99M Buy
737,901
+5,200
+0.7% +$60.8K 0.02% 448
2024
Q2 		$8.13M Sell
732,701
-9,367
-1% -$102K 0.02% 462
2024
Q1 		$7.72M Sell
742,068
-7,500
-1% -$85.1K 0.02% 473
2023
Q4 		$9.27M Sell
749,568
-38,200
-5% -$421K 0.02% 453
2023
Q3 		$8.07M Sell
787,768
-3,495
-0.4% -$40.6K 0.02% 461
2023
Q2 		$9.24M Buy
791,263
+20,607
+3% +$240K 0.02% 441
2023
Q1 		$9.1M Buy
770,656
+176,167
+30% +$2.16M 0.02% 437
2022
Q4 		$6.84M Hold
594,489
– – 0.02% 464
2022
Q3 		$6.17M Hold
594,489
– – 0.01% 478
2022
Q2 		$7.63M Buy
594,489
+539,589
+983% +$7.33M 0.02% 450
2022
Q1 		$802K Buy
+54,900
New +$791K ﹤0.01% 728
2021
Q3 		– Sell
-16,800
Closed -$223K – 898
2021
Q2 		$223K Sell
16,800
-11,000
-40% -$147K ﹤0.01% 839
2021
Q1 		$348K Sell
27,800
-10,500
-27% -$128K ﹤0.01% 826
2020
Q4 		$429K Hold
38,300
– – ﹤0.01% 821
2020
Q3 		$354K Hold
38,300
– – ﹤0.01% 822
2020
Q2 		$381K Buy
+38,300
New +$347K ﹤0.01% 847
2016
Q2 		– Sell
-129,725
Closed -$1.46M – 1100
2016
Q1 		$1.46M Sell
129,725
-355,699
-73% -$3.8M ﹤0.01% 696
2015
Q4 		$5.09M Buy
485,424
+278,324
+134% +$2.97M 0.01% 497
2015
Q3 		$2.02M Buy
207,100
+53,500
+35% +$537K ﹤0.01% 629
2015
Q2 		$1.53M Buy
153,600
+65,383
+74% +$683K ﹤0.01% 670
2015
Q1 		$940K Buy
+88,217
New +$931K ﹤0.01% 695

Other funds holding AHRT

BlackRock
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LSV Asset Management's AHRT Position: Q1 2026 in Review

LSV Asset Management increased its AH Realty Trust (AHRT) stake by 33% in Q1 2026, buying an estimated $557K and bringing the position to 350,004 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #573.

LSV Asset Management first reported a position in AHRT in Q1 2015 and has held it in 27 quarters since. The position peaked at $9.27M in Q4 2023. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • LSV Asset Management held 350,004 shares of AH Realty Trust worth $1.93M as of Q1 2026.
  • LSV Asset Management bought 87,200 AH Realty Trust shares in Q1 2026, an estimated $557K.
  • AH Realty Trust made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #573 holding.
  • LSV Asset Management first reported a position in AH Realty Trust in Q1 2015 and has held it in 27 quarters since.
  • LSV Asset Management's AH Realty Trust position peaked at $9.27M in Q4 2023.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.