Stoneridge Investment Partners’s AH Realty Trust AHRT Stock Holding History

Stoneridge Investment Partners’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	$70K	Hold	11,141	–	–	0.05%	123
2025 Q4	$74K	Sell	11,141 -59	-0.5%	-$389	0.05%	121
2025 Q3	$79K	Buy	11,200 +719	+7%	+$5.1K	0.05%	116
2025 Q2	$72K	Hold	10,481	–	–	0.05%	115
2025 Q1	$79K	Hold	10,481	–	–	0.07%	99
2024 Q4	$107K	Buy	+10,481	New	+$114K	0.04%	118
2017 Q2	–	Sell	-19,970	Closed	-$277K	–	255
2017 Q1	$277K	Sell	19,970 -7,715	-28%	-$107K	0.04%	259
2016 Q4	$403K	Sell	27,685 -7,724	-22%	-$107K	0.05%	235
2016 Q3	$474K	Buy	+35,409	New	+$495K	0.07%	222

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stoneridge Investment Partners's AHRT Position: Q1 2026 in Review

Stoneridge Investment Partners held its AH Realty Trust (AHRT) position steady in Q1 2026 at 11,141 shares worth $70K. The position accounts for 0.05% of the portfolio, ranked #123.

Stoneridge Investment Partners first reported a position in AHRT in Q3 2016 and has held it in 9 quarters since. The position peaked at $474K in Q3 2016. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

Stoneridge Investment Partners held 11,141 shares of AH Realty Trust worth $70K as of Q1 2026.
Stoneridge Investment Partners left its AH Realty Trust share count unchanged in Q1 2026.
AH Realty Trust made up 0.05% of Stoneridge Investment Partners's portfolio in Q1 2026, its #123 holding.
Stoneridge Investment Partners first reported a position in AH Realty Trust in Q3 2016 and has held it in 9 quarters since.
Stoneridge Investment Partners's AH Realty Trust position peaked at $474K in Q3 2016.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.