SIC
AHRT

Sage Investment Counsel’s AH Realty Trust AHRT Stock Holding History

Sage Investment Counsel’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 		$207K Buy
29,200
+9,400
+47% +$60.3K 0.21% 113
2026
Q1 		$109K Buy
19,800
+2,000
+11% +$12.8K 0.12% 120
2025
Q4 		$118K Hold
17,800
– – 0.13% 115
2025
Q3 		$125K Hold
17,800
– – 0.14% 112
2025
Q2 		$122K Buy
17,800
+5,800
+48% +$40.3K 0.14% 110
2025
Q1 		$90.1K Buy
+12,000
New +$109K 0.11% 112

Other funds holding AHRT

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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sage Investment Counsel's AHRT Position: Q2 2026 in Review

Sage Investment Counsel increased its AH Realty Trust (AHRT) stake by 47% in Q2 2026, buying an estimated $60.3K and bringing the position to 29,200 shares worth $207K. The position accounts for 0.21% of the portfolio, ranked #113.

Sage Investment Counsel first reported a position in AHRT in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Sage Investment Counsel held 29,200 shares of AH Realty Trust worth $207K as of Q2 2026.
  • Sage Investment Counsel bought 9,400 AH Realty Trust shares in Q2 2026, an estimated $60.3K.
  • AH Realty Trust made up 0.21% of Sage Investment Counsel's portfolio in Q2 2026, its #113 holding.
  • Sage Investment Counsel first reported a position in AH Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.