PS
AHRT

Principal Securities’s AH Realty Trust AHRT Stock Holding History

Principal Securities’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
-1,668
Closed -$11.7K – 1396
2025
Q3 		$11.7K Buy
1,668
+1,504
+917% +$10.7K ﹤0.01% 2655
2025
Q2 		$1.13K Buy
+164
New +$1.14K ﹤0.01% 3307

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Securities's AHRT Position: Q4 2025 in Review

Principal Securities sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 1,668 shares — an estimated $11.7K sold.

Principal Securities first reported a position in AHRT in Q2 2025 and held it in 2 quarters. The position peaked at $11.7K in Q3 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • Principal Securities reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,668 AH Realty Trust shares in Q4 2025, an estimated $11.7K.
  • Principal Securities first reported a position in AH Realty Trust in Q2 2025 and held it in 2 quarters.
  • Principal Securities's AH Realty Trust position peaked at $11.7K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.