Mutual Advisors’s AH Realty Trust AHRT Stock Holding History

Mutual Advisors’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
2025 Q4	–	Sell	-13,676	Closed	-$92.5K	–	1293
2025 Q3	$92.5K	Buy	+13,676	New	+$97K	﹤0.01%	1261

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mutual Advisors's AHRT Position: Q4 2025 in Review

Mutual Advisors sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 13,676 shares — an estimated $92.5K sold.

Mutual Advisors first reported a position in AHRT in Q3 2025 and held it in 1 quarter. The position peaked at $92.5K in Q3 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

Mutual Advisors reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
Mutual Advisors sold 13,676 AH Realty Trust shares in Q4 2025, an estimated $92.5K.
Mutual Advisors first reported a position in AH Realty Trust in Q3 2025 and held it in 1 quarter.
Mutual Advisors's AH Realty Trust position peaked at $92.5K in Q3 2025.
214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.