Steward Partners Investment Advisory’s AH Realty Trust AHRT Stock Holding History

Steward Partners Investment Advisory’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	$223K	Buy	31,512 +27,012	+600%	+$173K	﹤0.01%	2172
2026 Q1	$24.8K	Hold	4,500	–	–	﹤0.01%	3128
2025 Q4	$29.8K	Hold	4,500	–	–	﹤0.01%	2949
2025 Q3	$31.5K	Hold	4,500	–	–	﹤0.01%	2858
2025 Q2	$30.9K	Hold	4,500	–	–	﹤0.01%	2720
2025 Q1	$33.8K	Hold	4,500	–	–	﹤0.01%	2574
2024 Q4	$46K	Buy	4,500 +2,000	+80%	+$21.7K	﹤0.01%	2382
2024 Q3	$27.1K	Hold	2,500	–	–	﹤0.01%	2525
2024 Q2	$27.7K	Hold	2,500	–	–	﹤0.01%	2380
2024 Q1	$26K	Buy	2,500 +1,500	+150%	+$17K	﹤0.01%	2406
2023 Q4	$12.4K	Buy	+1,000	New	+$11K	﹤0.01%	2619

Other funds holding AHRT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's AHRT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its AH Realty Trust (AHRT) stake by 600% in Q2 2026, buying an estimated $173K and bringing the position to 31,512 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Steward Partners Investment Advisory first reported a position in AHRT in Q4 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Steward Partners Investment Advisory held 31,512 shares of AH Realty Trust worth $223K as of Q2 2026.
Steward Partners Investment Advisory bought 27,012 AH Realty Trust shares in Q2 2026, an estimated $173K.
AH Realty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2172 holding.
Steward Partners Investment Advisory first reported a position in AH Realty Trust in Q4 2023 and has held it in 11 quarters since.
143 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.