Principal Financial Group
AHRT

Principal Financial Group’s AH Realty Trust AHRT Stock Holding History

Principal Financial Group’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 		– Sell
-382,005
Closed -$2.53M – 2181
2025
Q4 		$2.53M Sell
382,005
-4,914
-1% -$32.4K ﹤0.01% 1797
2025
Q3 		$2.71M Sell
386,919
-108,926
-22% -$772K ﹤0.01% 1761
2025
Q2 		$3.41M Buy
495,845
+59,867
+14% +$416K ﹤0.01% 1689
2025
Q1 		$3.27M Buy
435,978
+11,022
+3% +$100K ﹤0.01% 1670
2024
Q4 		$4.35M Buy
424,956
+70,930
+20% +$771K ﹤0.01% 1634
2024
Q3 		$3.83M Buy
354,026
+86
+0% +$1K ﹤0.01% 1641
2024
Q2 		$3.93M Sell
353,940
-16,036
-4% -$175K ﹤0.01% 1610
2024
Q1 		$3.85M Buy
369,976
+18,692
+5% +$212K ﹤0.01% 1648
2023
Q4 		$4.35M Sell
351,284
-15,752
-4% -$174K ﹤0.01% 1608
2023
Q3 		$3.76M Sell
367,036
-19,755
-5% -$229K ﹤0.01% 1623
2023
Q2 		$4.52M Sell
386,791
-22,885
-6% -$267K ﹤0.01% 1570
2023
Q1 		$4.84M Sell
409,676
-4,551
-1% -$55.9K ﹤0.01% 1538
2022
Q4 		$4.76M Sell
414,227
-3,751
-0.9% -$43.2K ﹤0.01% 1551
2022
Q3 		$4.34M Sell
417,978
-337
-0.1% -$4.4K ﹤0.01% 1537
2022
Q2 		$5.37M Sell
418,315
-26,559
-6% -$361K ﹤0.01% 1531
2022
Q1 		$6.5M Buy
444,874
+35,134
+9% +$506K ﹤0.01% 1565
2021
Q4 		$6.24M Sell
409,740
-6,094
-1% -$87.7K ﹤0.01% 1591
2021
Q3 		$5.56M Sell
415,834
-1,548
-0.4% -$20.5K ﹤0.01% 1648
2021
Q2 		$5.55M Buy
417,382
+9,840
+2% +$132K ﹤0.01% 1682
2021
Q1 		$5.11M Buy
407,542
+9,004
+2% +$110K ﹤0.01% 1660
2020
Q4 		$4.47M Sell
398,538
-18,394
-4% -$186K ﹤0.01% 1603
2020
Q3 		$3.86M Sell
416,932
-5,566
-1% -$54.8K ﹤0.01% 1557
2020
Q2 		$4.2M Buy
422,498
+1,454
+0.3% +$13.2K ﹤0.01% 1495
2020
Q1 		$4.5M Sell
421,044
-16,828
-4% -$273K 0.01% 1317
2019
Q4 		$8.04M Buy
437,872
+19,988
+5% +$363K 0.01% 1357
2019
Q3 		$7.56M Sell
417,884
-2,524
-0.6% -$43.7K 0.01% 1352
2019
Q2 		$6.96M Buy
420,408
+15,923
+4% +$259K 0.01% 1415
2019
Q1 		$6.31M Buy
404,485
+1,574
+0.4% +$23.7K 0.01% 1460
2018
Q4 		$5.67M Buy
402,911
+8,140
+2% +$121K 0.01% 1460
2018
Q3 		$5.96M Buy
394,771
+42,347
+12% +$650K 0.01% 1545
2018
Q2 		$5.25M Buy
352,424
+6,740
+2% +$95.1K ﹤0.01% 1583
2018
Q1 		$4.73M Buy
345,684
+9,584
+3% +$133K ﹤0.01% 1578
2017
Q4 		$5.22M Sell
336,100
-2,620
-0.8% -$38.9K ﹤0.01% 1549
2017
Q3 		$4.68M Sell
338,720
-363,136
-52% -$4.84M ﹤0.01% 1576
2017
Q2 		$9.09M Sell
701,856
-302,064
-30% -$4.14M 0.01% 1281
2017
Q1 		$13.9M Buy
1,003,920
+92,413
+10% +$1.29M 0.02% 979
2016
Q4 		$13.3M Buy
911,507
+124,854
+16% +$1.73M 0.02% 987
2016
Q3 		$10.5M Buy
+786,653
New +$11M 0.01% 1078

Other funds holding AHRT

BlackRock
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principal Financial Group's AHRT Position: Q1 2026 in Review

Principal Financial Group sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 382,005 shares — an estimated $2.53M sold.

Principal Financial Group first reported a position in AHRT in Q3 2016 and held it in 38 quarters. The position peaked at $13.9M in Q1 2017. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Principal Financial Group reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 382,005 AH Realty Trust shares in Q1 2026, an estimated $2.53M.
  • Principal Financial Group first reported a position in AH Realty Trust in Q3 2016 and held it in 38 quarters.
  • Principal Financial Group's AH Realty Trust position peaked at $13.9M in Q1 2017.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.