Sound Income Strategies’s AH Realty Trust AHRT Stock Holding History

Sound Income Strategies’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	$149K	Buy	21,043 +607	+3%	+$3.9K	0.01%	474
2026 Q1	$110K	Sell	20,436 -2,118	-9%	-$13.5K	0.01%	565
2025 Q4	$159K	Sell	22,554 -448	-2%	-$2.96K	0.01%	474
2025 Q3	$154K	Sell	23,002 -1,161,668	-98%	-$8.24M	0.01%	331
2025 Q2	$8.14M	Sell	1,184,670 -215,911	-15%	-$1.5M	0.47%	63
2025 Q1	$10.5M	Buy	1,400,581 +515,999	+58%	+$4.69M	0.62%	53
2024 Q4	$9.05M	Buy	+884,582	New	+$9.62M	0.56%	59
2021 Q1	–	Sell	-330	Closed	-$4K	–	964
2020 Q4	$4K	Hold	330	–	–	﹤0.01%	602
2020 Q3	$3K	Hold	330	–	–	﹤0.01%	599
2020 Q2	$3K	Hold	330	–	–	﹤0.01%	561
2020 Q1	$4K	Hold	330	–	–	﹤0.01%	474
2019 Q4	$6K	Hold	330	–	–	﹤0.01%	417
2019 Q3	$6K	Hold	330	–	–	﹤0.01%	391
2019 Q2	$5K	Hold	330	–	–	﹤0.01%	430
2019 Q1	$5K	Hold	330	–	–	﹤0.01%	424
2018 Q4	$5K	Hold	330	–	–	﹤0.01%	428
2018 Q3	$5K	Hold	330	–	–	﹤0.01%	442
2018 Q2	$5K	Hold	330	–	–	﹤0.01%	412
2018 Q1	$5K	Hold	330	–	–	﹤0.01%	374
2017 Q4	$4K	Buy	+330	New	+$4.9K	﹤0.01%	336

Other funds holding AHRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sound Income Strategies's AHRT Position: Q2 2026 in Review

Sound Income Strategies increased its AH Realty Trust (AHRT) stake by 3% in Q2 2026, buying an estimated $3.9K and bringing the position to 21,043 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #474.

Sound Income Strategies first reported a position in AHRT in Q4 2017 and has held it in 20 quarters since. The position peaked at $10.5M in Q1 2025. 81 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Sound Income Strategies held 21,043 shares of AH Realty Trust worth $149K as of Q2 2026.
Sound Income Strategies bought 607 AH Realty Trust shares in Q2 2026, an estimated $3.9K.
AH Realty Trust made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #474 holding.
Sound Income Strategies first reported a position in AH Realty Trust in Q4 2017 and has held it in 20 quarters since.
Sound Income Strategies's AH Realty Trust position peaked at $10.5M in Q1 2025.
81 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.