SCM
AHRT

Sterneck Capital Management’s AH Realty Trust AHRT Stock Holding History

Sterneck Capital Management’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
Q1 		$813K Buy
147,790
+21,808
+17% +$139K 0.37% 39
2025
Q4 		$834K Sell
125,982
-9,156
-7% -$60.4K 0.38% 38
2025
Q3 		$947K Buy
135,138
+3,156
+2% +$22.4K 0.44% 37
2025
Q2 		$907K Buy
131,982
+8,009
+6% +$55.6K 0.46% 38
2025
Q1 		$931K Buy
123,973
+32,663
+36% +$297K 0.5% 38
2024
Q4 		$934K Buy
91,310
+12,550
+16% +$136K 0.5% 34
2024
Q3 		$853K Buy
78,760
+30,455
+63% +$356K 0.46% 35
2024
Q2 		$536K Hold
48,305
– – 0.3% 49
2024
Q1 		$502K Buy
48,305
+23,389
+94% +$265K 0.3% 50
2023
Q4 		$308K Buy
24,916
+4,000
+19% +$44.1K 0.2% 70
2023
Q3 		$214K Sell
20,916
-2,212
-10% -$25.7K 0.14% 85
2023
Q2 		$270K Hold
23,128
– – 0.17% 79
2023
Q1 		$273K Hold
23,128
– – 0.17% 80
2022
Q4 		$266K Hold
23,128
– – 0.18% 75
2022
Q3 		$240K Buy
23,128
+2,500
+12% +$32.6K 0.17% 73
2022
Q2 		$265K Buy
20,628
+3,991
+24% +$54.2K 0.18% 72
2022
Q1 		$243K Sell
16,637
-5,115
-24% -$73.7K 0.15% 79
2021
Q4 		$331K Hold
21,752
– – 0.2% 75
2021
Q3 		$291K Buy
21,752
+2,069
+11% +$27.4K 0.19% 72
2021
Q2 		$257K Sell
19,683
-2,517
-11% -$33.7K 0.16% 77
2021
Q1 		$278K Buy
22,200
+10,000
+82% +$122K 0.19% 69
2020
Q4 		$137K Buy
+12,200
New +$123K 0.1% 74
2017
Q3 		– Sell
-119,248
Closed -$1.54M – 109
2017
Q2 		$1.54M Buy
+119,248
New +$1.63M 0.92% 38
2017
Q1 		– Sell
-10,000
Closed -$146K – 121
2016
Q4 		$146K Sell
10,000
-1,000
-9% -$13.9K 0.09% 114
2016
Q3 		$147K Sell
11,000
-22,540
-67% -$315K 0.1% 113
2016
Q2 		$461K Sell
33,540
-48,800
-59% -$593K 0.31% 84
2016
Q1 		$926K Buy
+82,340
New +$879K 0.65% 46

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sterneck Capital Management's AHRT Position: Q1 2026 in Review

Sterneck Capital Management increased its AH Realty Trust (AHRT) stake by 17% in Q1 2026, buying an estimated $139K and bringing the position to 147,790 shares worth $813K. The position accounts for 0.37% of the portfolio, ranked #39.

Sterneck Capital Management first reported a position in AHRT in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2017. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Sterneck Capital Management held 147,790 shares of AH Realty Trust worth $813K as of Q1 2026.
  • Sterneck Capital Management bought 21,808 AH Realty Trust shares in Q1 2026, an estimated $139K.
  • AH Realty Trust made up 0.37% of Sterneck Capital Management's portfolio in Q1 2026, its #39 holding.
  • Sterneck Capital Management first reported a position in AH Realty Trust in Q1 2016 and has held it in 27 quarters since.
  • Sterneck Capital Management's AH Realty Trust position peaked at $1.54M in Q2 2017.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.