SIC
AHRT

Salem Investment Counselors’s AH Realty Trust AHRT Stock Holding History

Salem Investment Counselors’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
2025
Q4 		– Sell
-100
Closed -$701 – 409
2025
Q3 		$701 Buy
+100
New +$709 ﹤0.01% 1146
2024
Q2 		– Sell
-1,000
Closed -$10.6K – 1167
2024
Q1 		$10.6K Buy
+1,000
New +$11.3K ﹤0.01% 825

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Salem Investment Counselors's AHRT Position: Q4 2025 in Review

Salem Investment Counselors sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 100 shares — an estimated $701 sold.

Salem Investment Counselors first reported a position in AHRT in Q1 2024 and held it in 2 quarters. The position peaked at $10.6K in Q1 2024. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • Salem Investment Counselors reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 100 AH Realty Trust shares in Q4 2025, an estimated $701.
  • Salem Investment Counselors first reported a position in AH Realty Trust in Q1 2024 and held it in 2 quarters.
  • Salem Investment Counselors's AH Realty Trust position peaked at $10.6K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.