TFA
AHRT

Transamerica Financial Advisors’s AH Realty Trust AHRT Stock Holding History

Transamerica Financial Advisors’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
-100
Closed -$676 – 1944
2025
Q4 		$676 Sell
100
-4
-4% -$26 ﹤0.01% 1307
2025
Q3 		$744 Buy
+104
New +$737 ﹤0.01% 1221

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
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Transamerica Financial Advisors's AHRT Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 100 shares — an estimated $676 sold.

Transamerica Financial Advisors first reported a position in AHRT in Q3 2025 and held it in 2 quarters. The position peaked at $744 in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 100 AH Realty Trust shares in Q1 2026, an estimated $676.
  • Transamerica Financial Advisors first reported a position in AH Realty Trust in Q3 2025 and held it in 2 quarters.
  • Transamerica Financial Advisors's AH Realty Trust position peaked at $744 in Q3 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.