PWP
AHRT

Pursue Wealth Partners’s AH Realty Trust AHRT Stock Holding History

Pursue Wealth Partners’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
Q3 		– Sell
-14,761
Closed -$101K – 111
2025
Q2 		$101K Sell
14,761
-10,000
-40% -$69.4K 0.06% 109
2025
Q1 		$186K Hold
24,761
– – 0.11% 116
2024
Q4 		$253K Hold
24,761
– – 0.15% 95
2024
Q3 		$268K Hold
24,761
– – 0.15% 92
2024
Q2 		$275K Hold
24,761
– – 0.15% 83
2024
Q1 		$258K Buy
+24,761
New +$281K 0.15% 88

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pursue Wealth Partners's AHRT Position: Q3 2025 in Review

Pursue Wealth Partners sold out of AH Realty Trust (AHRT) in Q3 2025, closing a stake of 14,761 shares — an estimated $101K sold.

Pursue Wealth Partners first reported a position in AHRT in Q1 2024 and held it in 6 quarters. The position peaked at $275K in Q2 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q3 2025.

  • Pursue Wealth Partners reported no remaining AH Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 14,761 AH Realty Trust shares in Q3 2025, an estimated $101K.
  • Pursue Wealth Partners first reported a position in AH Realty Trust in Q1 2024 and held it in 6 quarters.
  • Pursue Wealth Partners's AH Realty Trust position peaked at $275K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2025.

Based on Pursue Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.