TPWA
AHRT

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's AHRT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in AH Realty Trust (AHRT) in Q1 2026: 158 shares worth $869. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AHRT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AHRT in Q2 2025 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 158 shares of AH Realty Trust worth $869 as of Q1 2026.
  • AH Realty Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • AH Realty Trust made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1932 holding.
  • Twin Peaks Wealth Advisors first reported a position in AH Realty Trust in Q2 2025 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.