SVB Wealth’s AH Realty Trust AHRT Stock Holding History

SVB Wealth’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 Q2	–	Sell	-421	Closed	-$3.16K	–	468
2025 Q1	$3.16K	Buy	+421	New	+$3.82K	﹤0.01%	1127

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SVB Wealth's AHRT Position: Q2 2025 in Review

SVB Wealth sold out of AH Realty Trust (AHRT) in Q2 2025, closing a stake of 421 shares — an estimated $3.16K sold.

SVB Wealth first reported a position in AHRT in Q1 2025 and held it in 1 quarter. The position peaked at $3.16K in Q1 2025. 227 funds tracked by Wall St. Rank hold AHRT as of Q2 2025.

SVB Wealth reported no remaining AH Realty Trust position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 421 AH Realty Trust shares in Q2 2025, an estimated $3.16K.
SVB Wealth first reported a position in AH Realty Trust in Q1 2025 and held it in 1 quarter.
SVB Wealth's AH Realty Trust position peaked at $3.16K in Q1 2025.
227 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.