SSG
AHRT

Summit Securities Group’s AH Realty Trust AHRT Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-3,700
Closed -$25.4K – 994
2025
Q2 		$25.4K Buy
+3,700
New +$25.7K ﹤0.01% 669

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's AHRT Position: Q3 2025 in Review

Summit Securities Group sold out of AH Realty Trust (AHRT) in Q3 2025, closing a stake of 3,700 shares — an estimated $25.4K sold.

Summit Securities Group first reported a position in AHRT in Q2 2025 and held it in 1 quarter. The position peaked at $25.4K in Q2 2025. 223 funds tracked by Wall St. Rank hold AHRT as of Q3 2025.

  • Summit Securities Group reported no remaining AH Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,700 AH Realty Trust shares in Q3 2025, an estimated $25.4K.
  • Summit Securities Group first reported a position in AH Realty Trust in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's AH Realty Trust position peaked at $25.4K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.