SIP
AHRT

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
Q2 		– Sell
-11,141
Closed -$70K – 147
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stoneridge Investment Partners's AHRT Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 11,141 shares — an estimated $70K sold.

Stoneridge Investment Partners first reported a position in AHRT in Q3 2016 and held it in 9 quarters. The position peaked at $474K in Q3 2016. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 11,141 AH Realty Trust shares in Q2 2026, an estimated $70K.
  • Stoneridge Investment Partners first reported a position in AH Realty Trust in Q3 2016 and held it in 9 quarters.
  • Stoneridge Investment Partners's AH Realty Trust position peaked at $474K in Q3 2016.
  • 196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.