MPWT
AHRT

MassMutual Private Wealth & Trust’s AH Realty Trust AHRT Stock Holding History

MassMutual Private Wealth & Trust’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 		$396 Sell
56
-741
-93% -$4.76K ﹤0.01% 2304
2026
Q1 		$4.38K Buy
797
+683
+599% +$4.36K ﹤0.01% 1734
2025
Q4 		$755 Sell
114
-707
-86% -$4.67K ﹤0.01% 2190
2025
Q3 		$5.75K Buy
821
+58
+8% +$411 ﹤0.01% 1618
2025
Q2 		$5.24K Buy
763
+584
+326% +$4.06K ﹤0.01% 1617
2025
Q1 		$1.34K Sell
179
-747
-81% -$6.79K ﹤0.01% 2041
2024
Q4 		$9.47K Buy
926
+195
+27% +$2.12K ﹤0.01% 1280
2024
Q3 		$7.92K Buy
731
+61
+9% +$713 ﹤0.01% 1200
2024
Q2 		$7.43K Buy
670
+422
+170% +$4.61K ﹤0.01% 1182
2024
Q1 		$2.58K Buy
248
+4
+2% +$45 ﹤0.01% 1467
2023
Q4 		$3.02K Sell
244
-153
-39% -$1.69K ﹤0.01% 1377
2023
Q3 		$4.07K Sell
397
-160
-29% -$1.86K ﹤0.01% 1314
2023
Q2 		$6.51K Buy
557
+521
+1,447% +$6.08K ﹤0.01% 1120
2023
Q1 		$425 Hold
36
– – ﹤0.01% 1714
2022
Q4 		$0 Sell
36
-45
-56% -$519 ﹤0.01% 1624
2022
Q3 		$1K Buy
81
+39
+93% +$509 ﹤0.01% 1340
2022
Q2 		$1K Buy
+42
New +$571 ﹤0.01% 1242
2019
Q1 		– Sell
-120
Closed -$1.69K – 854
2018
Q4 		$1.69K Hold
120
– – ﹤0.01% 857
2018
Q3 		$1.81K Hold
120
– – ﹤0.01% 846
2018
Q2 		$1.79K Hold
120
– – ﹤0.01% 899
2018
Q1 		$1.64K Buy
+120
New +$1.66K ﹤0.01% 863

Other funds holding AHRT

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust's AHRT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its AH Realty Trust (AHRT) stake by 93% in Q2 2026, selling an estimated $4.76K and leaving 56 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

MassMutual Private Wealth & Trust first reported a position in AHRT in Q1 2018 and has held it in 21 quarters since. The position peaked at $9.47K in Q4 2024. 15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 56 shares of AH Realty Trust worth $396 as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 741 AH Realty Trust shares in Q2 2026, an estimated $4.76K.
  • AH Realty Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2304 holding.
  • MassMutual Private Wealth & Trust first reported a position in AH Realty Trust in Q1 2018 and has held it in 21 quarters since.
  • MassMutual Private Wealth & Trust's AH Realty Trust position peaked at $9.47K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.