Twin Peaks Wealth Advisors’s AH Realty Trust AHRT Stock Holding History

Twin Peaks Wealth 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 Q2	–	Sell	-158	Closed	-$869	–	285
2026 Q1	$869	Buy	+158	New	+$1.01K	﹤0.01%	1932
2025 Q3	–	Sell	-103	Closed	-$736	–	218
2025 Q2	$736	Buy	+103	New	+$715	﹤0.01%	1829

Other funds holding AHRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's AHRT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 158 shares — an estimated $869 sold.

Twin Peaks Wealth Advisors first reported a position in AHRT in Q2 2025 and held it in 2 quarters. The position peaked at $869 in Q1 2026. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 158 AH Realty Trust shares in Q2 2026, an estimated $869.
Twin Peaks Wealth Advisors first reported a position in AH Realty Trust in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's AH Realty Trust position peaked at $869 in Q1 2026.
196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.