NAAA
AHRT

New Age Alpha Advisors’s AH Realty Trust AHRT Stock Holding History

New Age Alpha 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
Q2 		– Sell
-18,745
Closed -$141K – 832
2025
Q1 		$141K Buy
+18,745
New +$170K 0.01% 703

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

New Age Alpha Advisors's AHRT Position: Q2 2025 in Review

New Age Alpha Advisors sold out of AH Realty Trust (AHRT) in Q2 2025, closing a stake of 18,745 shares — an estimated $141K sold.

New Age Alpha Advisors first reported a position in AHRT in Q1 2025 and held it in 1 quarter. The position peaked at $141K in Q1 2025. 227 funds tracked by Wall St. Rank hold AHRT as of Q2 2025.

  • New Age Alpha Advisors reported no remaining AH Realty Trust position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 18,745 AH Realty Trust shares in Q2 2025, an estimated $141K.
  • New Age Alpha Advisors first reported a position in AH Realty Trust in Q1 2025 and held it in 1 quarter.
  • New Age Alpha Advisors's AH Realty Trust position peaked at $141K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.