TWD
AHRT

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
Q2 		$9.96K 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 		$9.95K 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

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

True Wealth Design's AHRT Position: Q2 2026 in Review

True Wealth Design increased its AH Realty Trust (AHRT) stake by 2.6% in Q2 2026, buying an estimated $231 and bringing the position to 1,406 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

True Wealth Design first reported a position in AHRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.8K in Q3 2025. 15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • True Wealth Design held 1,406 shares of AH Realty Trust worth $9.96K as of Q2 2026.
  • True Wealth Design bought 36 AH Realty Trust shares in Q2 2026, an estimated $231.
  • AH Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1056 holding.
  • True Wealth Design first reported a position in AH Realty Trust in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's AH Realty Trust position peaked at $14.8K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.