Root Financial Partners’s AH Realty Trust AHRT Stock Holding History

Root Financial 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
2026 Q2	–	Sell	-301	Closed	-$1.66K	–	484
2026 Q1	$1.66K	Buy	+301	New	+$1.92K	﹤0.01%	2397

Other funds holding AHRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Root Financial Partners's AHRT Position: Q2 2026 in Review

Root Financial Partners sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 301 shares — an estimated $1.66K sold.

Root Financial Partners first reported a position in AHRT in Q1 2026 and held it in 1 quarter. The position peaked at $1.66K in Q1 2026. 195 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Root Financial Partners reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 301 AH Realty Trust shares in Q2 2026, an estimated $1.66K.
Root Financial Partners first reported a position in AH Realty Trust in Q1 2026 and held it in 1 quarter.
Root Financial Partners's AH Realty Trust position peaked at $1.66K in Q1 2026.
195 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.