Marshall Wace’s AH Realty Trust AHRT Stock Holding History

Marshall Wace’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	$535K	Buy	+97,195	New	+$621K	﹤0.01%	2417
2025 Q2	–	Sell	-201,175	Closed	-$1.51M	–	2652
2025 Q1	$1.51M	Sell	201,175 -111,548	-36%	-$1.01M	﹤0.01%	1594
2024 Q4	$3.2M	Sell	312,723 -108,609	-26%	-$1.18M	﹤0.01%	1257
2024 Q3	$4.56M	Buy	+421,332	New	+$4.92M	0.01%	1027
2020 Q2	–	Sell	-2,684	Closed	-$29K	–	1502
2020 Q1	$29K	Buy	+2,684	New	+$43.5K	﹤0.01%	1491
2019 Q4	–	Sell	-25,566	Closed	-$462K	–	1657
2019 Q3	$462K	Buy	+25,566	New	+$443K	﹤0.01%	1123

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marshall Wace's AHRT Position: Q1 2026 in Review

Marshall Wace opened a new position in AH Realty Trust (AHRT) in Q1 2026: 97,195 shares worth $535K. The stake represents ﹤0.01% of the portfolio and ranks #2417 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AHRT as recently as Q1 2025.

Marshall Wace first reported a position in AHRT in Q3 2019 and has held it in 6 quarters since. The position peaked at $4.56M in Q3 2024. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

Marshall Wace held 97,195 shares of AH Realty Trust worth $535K as of Q1 2026.
AH Realty Trust was a new Marshall Wace position in Q1 2026.
AH Realty Trust made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2417 holding.
Marshall Wace first reported a position in AH Realty Trust in Q3 2019 and has held it in 6 quarters since.
Marshall Wace's AH Realty Trust position peaked at $4.56M in Q3 2024.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.