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True Wealth Design’s AH Realty Trust AHRT Stock Holding History

True Wealth Design’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
Q3 		$696 Sell
114
-1,292
-92% -$8.64K ﹤0.01% 2038
2026
Q2 		$10K Buy
1,406
+36
+3% +$231 ﹤0.01% 1056
2026
Q1 		$7.54K Sell
1,370
-247
-15% -$1.58K ﹤0.01% 1070
2025
Q4 		$10.7K Sell
1,617
-487
-23% -$3.21K ﹤0.01% 835
2025
Q3 		$14.8K Buy
2,104
+35
+2% +$248 ﹤0.01% 708
2025
Q2 		$14.2K Buy
2,069
+982
+90% +$6.82K 0.01% 472
2025
Q1 		$8.17K Buy
1,087
+75
+7% +$681 ﹤0.01% 540
2024
Q4 		$10.4K Buy
1,012
+18
+2% +$196 ﹤0.01% 420
2024
Q3 		$10.8K Buy
994
+18
+2% +$210 ﹤0.01% 408
2024
Q2 		$10.8K Buy
976
+20
+2% +$218 ﹤0.01% 239
2024
Q1 		$9.9K Buy
956
+14
+1% +$159 ﹤0.01% 245
2023
Q4 		$11.6K Buy
942
+18
+2% +$198 ﹤0.01% 226
2023
Q3 		$9.46K Buy
924
+15
+2% +$174 ﹤0.01% 208
2023
Q2 		$10.6K Buy
909
+15
+2% +$175 ﹤0.01% 211
2023
Q1 		$10.6K Buy
894
+14
+2% +$172 ﹤0.01% 237
2022
Q4 		$10.1K Buy
+880
New +$10.1K ﹤0.01% 220

Other funds holding AHRT

Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's AHRT Position: Q3 2026 in Review

True Wealth Design reduced its AH Realty Trust (AHRT) stake by 92% in Q3 2026, selling an estimated $8.64K and leaving 114 shares worth $696. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

True Wealth Design first reported a position in AHRT in Q4 2022 and has held it in 16 quarters since. The position peaked at $14.8K in Q3 2025. 26 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • True Wealth Design held 114 shares of AH Realty Trust worth $696 as of Q3 2026.
  • True Wealth Design sold 1,292 AH Realty Trust shares in Q3 2026, an estimated $8.64K.
  • AH Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2038 holding.
  • True Wealth Design first reported a position in AH Realty Trust in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's AH Realty Trust position peaked at $14.8K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.