Root Financial Partners
AHRT icon

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
Q3 		$3.54K Buy
+580
New +$3.88K ﹤0.01% 2365
2026
Q2 		– Sell
-301
Closed -$1.66K – 484
2026
Q1 		$1.66K Buy
+301
New +$1.92K ﹤0.01% 2397

Other funds holding AHRT

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Western Standard LLC
Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Root Financial Partners's AHRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in AH Realty Trust (AHRT) in Q3 2026: 580 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #2365 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AHRT as recently as Q1 2026.

Root Financial Partners first reported a position in AHRT in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • Root Financial Partners held 580 shares of AH Realty Trust worth $3.54K as of Q3 2026.
  • AH Realty Trust was a new Root Financial Partners position in Q3 2026.
  • AH Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2365 holding.
  • Root Financial Partners first reported a position in AH Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.