UBS Group
AHRT

UBS Group’s AH Realty Trust AHRT Stock Holding History

UBS Group’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 		$1.02M Sell
186,257
-33,006
-15% -$211K ﹤0.01% 5538
2025
Q4 		$1.45M Sell
219,263
-248,567
-53% -$1.64M ﹤0.01% 5249
2025
Q3 		$3.28M Buy
467,830
+340,116
+266% +$2.41M ﹤0.01% 4470
2025
Q2 		$877K Buy
127,714
+46,097
+56% +$320K ﹤0.01% 5556
2025
Q1 		$613K Buy
81,617
+25,906
+47% +$235K ﹤0.01% 5695
2024
Q4 		$570K Sell
55,711
-51,523
-48% -$560K ﹤0.01% 5751
2024
Q3 		$1.16M Buy
107,234
+25,335
+31% +$296K ﹤0.01% 4523
2024
Q2 		$908K Sell
81,899
-9,704
-11% -$106K ﹤0.01% 4496
2024
Q1 		$953K Buy
91,603
+10,965
+14% +$124K ﹤0.01% 4639
2023
Q4 		$997K Buy
80,638
+38,127
+90% +$420K ﹤0.01% 4503
2023
Q3 		$435K Sell
42,511
-39,022
-48% -$453K ﹤0.01% 4762
2023
Q2 		$952K Buy
81,533
+5,343
+7% +$62.3K ﹤0.01% 4298
2023
Q1 		$900K Buy
76,190
+34,710
+84% +$426K ﹤0.01% 4212
2022
Q4 		$477K Buy
41,480
+7,447
+22% +$85.8K ﹤0.01% 4752
2022
Q3 		$353K Buy
34,033
+29,935
+730% +$391K ﹤0.01% 4636
2022
Q2 		$53K Sell
4,098
-58,760
-93% -$799K ﹤0.01% 5860
2022
Q1 		$917K Buy
62,858
+15,454
+33% +$223K ﹤0.01% 4188
2021
Q4 		$722K Buy
47,404
+26,084
+122% +$375K ﹤0.01% 4672
2021
Q3 		$286K Buy
21,320
+14,303
+204% +$189K ﹤0.01% 5073
2021
Q2 		$94K Sell
7,017
-17,795
-72% -$239K ﹤0.01% 5926
2021
Q1 		$311K Buy
24,812
+8,772
+55% +$107K ﹤0.01% 5187
2020
Q4 		$180K Sell
16,040
-1,000
-6% -$10.1K ﹤0.01% 5300
2020
Q3 		$158K Sell
17,040
-22,980
-57% -$226K ﹤0.01% 4928
2020
Q2 		$398K Sell
40,020
-10,993
-22% -$99.6K ﹤0.01% 4326
2020
Q1 		$546K Sell
51,013
-33,761
-40% -$547K ﹤0.01% 3881
2019
Q4 		$1.56M Buy
84,774
+41,187
+94% +$748K ﹤0.01% 3801
2019
Q3 		$788K Buy
43,587
+30,257
+227% +$524K ﹤0.01% 4175
2019
Q2 		$221K Buy
13,330
+8,920
+202% +$145K ﹤0.01% 4859
2019
Q1 		$69K Sell
4,410
-9,449
-68% -$142K ﹤0.01% 5324
2018
Q4 		$195K Buy
13,859
+2,475
+22% +$36.9K ﹤0.01% 4971
2018
Q3 		$172K Buy
11,384
+3,671
+48% +$56.4K ﹤0.01% 5178
2018
Q2 		$115K Buy
7,713
+1,977
+34% +$27.9K ﹤0.01% 5337
2018
Q1 		$79K Sell
5,736
-1,399
-20% -$19.4K ﹤0.01% 5381
2017
Q4 		$111K Sell
7,135
-225
-3% -$3.34K ﹤0.01% 5279
2017
Q3 		$102K Buy
7,360
+2,372
+48% +$31.6K ﹤0.01% 5303
2017
Q2 		$65K Sell
4,988
-2,897
-37% -$39.7K ﹤0.01% 5471
2017
Q1 		$110K Sell
7,885
-2,470
-24% -$34.4K ﹤0.01% 5013
2016
Q4 		$151K Sell
10,355
-4,404
-30% -$61.1K ﹤0.01% 4983
2016
Q3 		$198K Buy
14,759
+1,035
+8% +$14.5K ﹤0.01% 4554
2016
Q2 		$188K Buy
13,724
+2,817
+26% +$34.2K ﹤0.01% 4574
2016
Q1 		$123K Buy
10,907
+94
+0.9% +$1K ﹤0.01% 4819
2015
Q4 		$113K Sell
10,813
-11,484
-52% -$122K ﹤0.01% 5115
2015
Q3 		$218K Buy
22,297
+8,606
+63% +$86.4K ﹤0.01% 4559
2015
Q2 		$137K Buy
13,691
+10,168
+289% +$106K ﹤0.01% 5168
2015
Q1 		$38K Sell
3,523
-4,507
-56% -$47.5K ﹤0.01% 6297
2014
Q4 		$76K Buy
+8,030
New +$75K ﹤0.01% 5981

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

UBS Group's AHRT Position: Q1 2026 in Review

UBS Group reduced its AH Realty Trust (AHRT) stake by 15% in Q1 2026, selling an estimated $211K and leaving 186,257 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #5538.

UBS Group first reported a position in AHRT in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.28M in Q3 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • UBS Group held 186,257 shares of AH Realty Trust worth $1.02M as of Q1 2026.
  • UBS Group sold 33,006 AH Realty Trust shares in Q1 2026, an estimated $211K.
  • AH Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5538 holding.
  • UBS Group first reported a position in AH Realty Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's AH Realty Trust position peaked at $3.28M in Q3 2025.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.