Sequoia Financial Advisors’s AH Realty Trust AHRT Stock Holding History

Sequoia Financial Advisors’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	$152K	Buy	+21,414	New	+$137K	﹤0.01%	2029

Other funds holding AHRT

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sequoia Financial Advisors's AHRT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in AH Realty Trust (AHRT) in Q2 2026: 21,414 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #2029 among its holdings.

15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Sequoia Financial Advisors held 21,414 shares of AH Realty Trust worth $152K as of Q2 2026.
AH Realty Trust was a new Sequoia Financial Advisors position in Q2 2026.
AH Realty Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2029 holding.
15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.