Pinnacle Wealth Planning Services’s AH Realty Trust AHRT Stock Holding History

Pinnacle Wealth Planning Services’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	$891	Sell	162 -2,091	-93%	-$13.4K	﹤0.01%	2570
2025 Q4	$14.9K	Sell	2,253 -9,461	-81%	-$62.4K	﹤0.01%	1849
2025 Q3	$82.1K	Buy	11,714 +529	+5%	+$3.75K	0.01%	474
2025 Q2	$76.8K	Buy	+11,185	New	+$77.7K	0.01%	445
2021 Q1	–	Sell	-1,727	Closed	-$19K	–	384
2020 Q4	$19K	Buy	+1,727	New	+$17.5K	﹤0.01%	1168

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

Pinnacle Wealth Planning Services's AHRT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its AH Realty Trust (AHRT) stake by 93% in Q1 2026, selling an estimated $13.4K and leaving 162 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Pinnacle Wealth Planning Services first reported a position in AHRT in Q4 2020 and has held it in 5 quarters since. The position peaked at $82.1K in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

Pinnacle Wealth Planning Services held 162 shares of AH Realty Trust worth $891 as of Q1 2026.
Pinnacle Wealth Planning Services sold 2,091 AH Realty Trust shares in Q1 2026, an estimated $13.4K.
AH Realty Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2570 holding.
Pinnacle Wealth Planning Services first reported a position in AH Realty Trust in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's AH Realty Trust position peaked at $82.1K in Q3 2025.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.