Stifel Financial
AHRT

Stifel Financial’s AH Realty Trust AHRT Stock Holding History

Stifel Financial’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 		– Sell
-299,960
Closed -$1.99M – 3628
2025
Q4 		$1.99M Buy
299,960
+64,739
+28% +$427K ﹤0.01% 1938
2025
Q3 		$1.65M Sell
235,221
-1,506
-0.6% -$10.7K ﹤0.01% 2046
2025
Q2 		$1.63M Buy
+236,727
New +$1.64M ﹤0.01% 1987
2025
Q1 		– Sell
-124,714
Closed -$1.28M – 3447
2024
Q4 		$1.28M Buy
124,714
+103,652
+492% +$1.13M ﹤0.01% 2093
2024
Q3 		$228K Buy
21,062
+9,696
+85% +$113K ﹤0.01% 3087
2024
Q2 		$126K Sell
11,366
-202
-2% -$2.2K ﹤0.01% 3181
2024
Q1 		$120K Sell
11,568
-128
-1% -$1.45K ﹤0.01% 3174
2023
Q4 		$145K Buy
11,696
+63
+0.5% +$695 ﹤0.01% 3110
2023
Q3 		$119K Sell
11,633
-885
-7% -$10.3K ﹤0.01% 3084
2023
Q2 		$146K Sell
12,518
-8,002
-39% -$93.3K ﹤0.01% 3112
2023
Q1 		$242K Buy
20,520
+283
+1% +$3.48K ﹤0.01% 2949
2022
Q4 		$233K Sell
20,237
-1,981
-9% -$22.8K ﹤0.01% 2910
2022
Q3 		$231K Buy
22,218
+6,924
+45% +$90.4K ﹤0.01% 2869
2022
Q2 		$196K Buy
15,294
+1,789
+13% +$24.3K ﹤0.01% 3007
2022
Q1 		$197K Buy
+13,505
New +$195K ﹤0.01% 3132
2020
Q1 		– Sell
-46,549
Closed -$856K – 2814
2019
Q4 		$856K Sell
46,549
-36,020
-44% -$654K ﹤0.01% 1937
2019
Q3 		$1.49M Buy
+82,569
New +$1.43M ﹤0.01% 1497
2018
Q1 		– Sell
-21,433
Closed -$334K – 2692
2017
Q4 		$334K Buy
21,433
+690
+3% +$10.2K ﹤0.01% 2136
2017
Q3 		$286K Sell
20,743
-3,610
-15% -$48.1K ﹤0.01% 2175
2017
Q2 		$315K Buy
24,353
+4,206
+21% +$57.6K ﹤0.01% 2104
2017
Q1 		$284K Sell
20,147
-9,384
-32% -$131K ﹤0.01% 2119
2016
Q4 		$434K Buy
29,531
+12,071
+69% +$167K ﹤0.01% 1853
2016
Q3 		$239K Buy
17,460
+2,147
+14% +$30K ﹤0.01% 2093
2016
Q2 		$211K Buy
+15,313
New +$186K ﹤0.01% 2230

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

Stifel Financial's AHRT Position: Q1 2026 in Review

Stifel Financial sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 299,960 shares — an estimated $1.99M sold.

Stifel Financial first reported a position in AHRT in Q2 2016 and held it in 24 quarters. The position peaked at $1.99M in Q4 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Stifel Financial reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 299,960 AH Realty Trust shares in Q1 2026, an estimated $1.99M.
  • Stifel Financial first reported a position in AH Realty Trust in Q2 2016 and held it in 24 quarters.
  • Stifel Financial's AH Realty Trust position peaked at $1.99M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.