UMB Bank’s AH Realty Trust AHRT Stock Holding History

UMB Bank’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	–	Sell	-531	Closed	-$3.52K	–	2286
2025 Q4	$3.52K	Sell	531 -25	-4%	-$165	﹤0.01%	2090
2025 Q3	$3.9K	Buy	556 +38	+7%	+$269	﹤0.01%	1936
2025 Q2	$3.56K	Sell	518 -523	-50%	-$3.63K	﹤0.01%	1912
2025 Q1	$7.82K	Buy	1,041 +872	+516%	+$7.92K	﹤0.01%	1625
2024 Q4	$1.73K	Hold	169	–	–	﹤0.01%	1969
2024 Q3	$1.83K	Buy	169 +96	+132%	+$1.12K	﹤0.01%	2003
2024 Q2	$810	Buy	73 +25	+52%	+$273	﹤0.01%	2019
2024 Q1	$499	Buy	+48	New	+$544	﹤0.01%	1982

Other funds holding AHRT

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UMB Bank's AHRT Position: Q1 2026 in Review

UMB Bank sold out of AH Realty Trust (AHRT) in Q1 2026, closing a stake of 531 shares — an estimated $3.52K sold.

UMB Bank first reported a position in AHRT in Q1 2024 and held it in 8 quarters. The position peaked at $7.82K in Q1 2025. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

UMB Bank reported no remaining AH Realty Trust position as of Q1 2026 after selling out during the quarter.
UMB Bank sold 531 AH Realty Trust shares in Q1 2026, an estimated $3.52K.
UMB Bank first reported a position in AH Realty Trust in Q1 2024 and held it in 8 quarters.
UMB Bank's AH Realty Trust position peaked at $7.82K in Q1 2025.
207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.