PWPS
AHRT

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
Q2 		– Sell
-162
Closed -$891 – 2753
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's AHRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 162 shares — an estimated $891 sold.

Pinnacle Wealth Planning Services first reported a position in AHRT in Q4 2020 and held it in 5 quarters. The position peaked at $82.1K in Q3 2025. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 162 AH Realty Trust shares in Q2 2026, an estimated $891.
  • Pinnacle Wealth Planning Services first reported a position in AH Realty Trust in Q4 2020 and held it in 5 quarters.
  • Pinnacle Wealth Planning Services's AH Realty Trust position peaked at $82.1K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.