Parkside Financial Bank & Trust’s AH Realty Trust AHRT Stock Holding History

Parkside Financial Bank & 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
2025 Q4	–	Sell	-130	Closed	-$912	–	2683
2025 Q3	$912	Hold	130	–	–	﹤0.01%	2321
2025 Q2	$894	Buy	130 +99	+319%	+$688	﹤0.01%	2307
2025 Q1	$233	Buy	+31	New	+$282	﹤0.01%	2658
2023 Q4	–	Sell	-227	Closed	-$2.33K	–	2049
2023 Q3	$2.33K	Hold	227	–	–	﹤0.01%	1622
2023 Q2	$2.65K	Hold	227	–	–	﹤0.01%	1601
2023 Q1	$2.68K	Hold	227	–	–	﹤0.01%	1606
2022 Q4	$2.61K	Hold	227	–	–	﹤0.01%	1591
2022 Q3	$2K	Hold	227	–	–	﹤0.01%	1489
2022 Q2	$3K	Sell	227 -12	-5%	-$163	﹤0.01%	1402
2022 Q1	$3K	Hold	239	–	–	﹤0.01%	1452
2021 Q4	$4K	Hold	239	–	–	﹤0.01%	1362
2021 Q3	$3K	Sell	239 -11	-4%	-$146	﹤0.01%	1400
2021 Q2	$3K	Buy	250 +23	+10%	+$308	﹤0.01%	1390
2021 Q1	$3K	Hold	227	–	–	﹤0.01%	1339
2020 Q4	$3K	Buy	227 +183	+416%	+$1.85K	﹤0.01%	1260
2020 Q3	$0	Buy	+44	New	+$434	﹤0.01%	1510
2020 Q2	–	Sell	-159	Closed	-$2K	–	1465
2020 Q1	$2K	Hold	159	–	–	﹤0.01%	1066
2019 Q4	$3K	Hold	159	–	–	﹤0.01%	1032
2019 Q3	$3K	Hold	159	–	–	﹤0.01%	1035
2019 Q2	$3K	Hold	159	–	–	﹤0.01%	1052
2019 Q1	$2K	Buy	+159	New	+$2.4K	﹤0.01%	1126

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

Parkside Financial Bank & Trust's AHRT Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 130 shares — an estimated $912 sold.

Parkside Financial Bank & Trust first reported a position in AHRT in Q1 2019 and held it in 21 quarters. The position peaked at $4K in Q4 2021. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

Parkside Financial Bank & Trust reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 130 AH Realty Trust shares in Q4 2025, an estimated $912.
Parkside Financial Bank & Trust first reported a position in AH Realty Trust in Q1 2019 and held it in 21 quarters.
Parkside Financial Bank & Trust's AH Realty Trust position peaked at $4K in Q4 2021.
214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.