SPA
AHRT

Sherbrooke Park Advisers’s AH Realty Trust AHRT Stock Holding History

Sherbrooke Park Advisers’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 		$76.3K Buy
+11,528
New +$76.1K 0.2% 141
2025
Q3 		– Sell
-10,789
Closed -$74.1K – 509
2025
Q2 		$74.1K Sell
10,789
-3,033
-22% -$21.1K 0.03% 479
2025
Q1 		$104K Buy
+13,822
New +$126K 0.05% 506
2024
Q4 		– Sell
-25,375
Closed -$275K – 734
2024
Q3 		$275K Buy
25,375
+3,361
+15% +$39.3K 0.06% 609
2024
Q2 		$244K Buy
+22,014
New +$240K 0.04% 708

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 $1.61T AUM 30.72% 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

Sherbrooke Park Advisers's AHRT Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in AH Realty Trust (AHRT) in Q4 2025: 11,528 shares worth $76.3K. The stake represents 0.2% of the portfolio and ranks #141 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in AHRT as recently as Q2 2025.

Sherbrooke Park Advisers first reported a position in AHRT in Q2 2024 and has held it in 5 quarters since. The position peaked at $275K in Q3 2024. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • Sherbrooke Park Advisers held 11,528 shares of AH Realty Trust worth $76.3K as of Q4 2025.
  • AH Realty Trust was a new Sherbrooke Park Advisers position in Q4 2025.
  • AH Realty Trust made up 0.2% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #141 holding.
  • Sherbrooke Park Advisers first reported a position in AH Realty Trust in Q2 2024 and has held it in 5 quarters since.
  • Sherbrooke Park Advisers's AH Realty Trust position peaked at $275K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.