RFP
AHRT

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
Q1 		$1.66K Buy
+301
New +$1.92K ﹤0.01% 2397

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

Root Financial Partners's AHRT Position: Q1 2026 in Review

Root Financial Partners opened a new position in AH Realty Trust (AHRT) in Q1 2026: 301 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #2397 among its holdings.

207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Root Financial Partners held 301 shares of AH Realty Trust worth $1.66K as of Q1 2026.
  • AH Realty Trust was a new Root Financial Partners position in Q1 2026.
  • AH Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2397 holding.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.