RIL
AHRT

Rothschild Investment LLC’s AH Realty Trust AHRT Stock Holding History

Rothschild Investment LLC’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 		$977 Buy
138
+95
+221% +$610 ﹤0.01% 3051
2026
Q1 		$237 Sell
43
-122
-74% -$779 ﹤0.01% 3277
2025
Q4 		$1.09K Sell
165
-220
-57% -$1.45K ﹤0.01% 2646
2025
Q3 		$2.7K Buy
385
+90
+31% +$638 ﹤0.01% 2037
2025
Q2 		$2.03K Buy
295
+190
+181% +$1.32K ﹤0.01% 2070
2025
Q1 		$789 Sell
105
-55
-34% -$500 ﹤0.01% 2465
2024
Q4 		$1.64K Buy
160
+45
+39% +$489 ﹤0.01% 1926
2024
Q3 		$1.25K Buy
115
+60
+109% +$701 ﹤0.01% 2007
2024
Q2 		$610 Buy
55
+40
+267% +$437 ﹤0.01% 1893
2024
Q1 		$156 Buy
+15
New +$170 ﹤0.01% 1880

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's AHRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its AH Realty Trust (AHRT) stake by 221% in Q2 2026, buying an estimated $610 and bringing the position to 138 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

Rothschild Investment LLC first reported a position in AHRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.7K in Q3 2025. 81 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Rothschild Investment LLC held 138 shares of AH Realty Trust worth $977 as of Q2 2026.
  • Rothschild Investment LLC bought 95 AH Realty Trust shares in Q2 2026, an estimated $610.
  • AH Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3051 holding.
  • Rothschild Investment LLC first reported a position in AH Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's AH Realty Trust position peaked at $2.7K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.