Universal-Beteiligungs- und Servicegesellschaft’s AH Realty Trust AHRT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	-88,838	Closed	-$489K	–	2123
2026 Q1	$489K	Hold	88,838	–	–	﹤0.01%	1727
2025 Q4	$588K	Buy	88,838 +30,894	+53%	+$204K	﹤0.01%	1664
2025 Q3	$406K	Buy	57,944 +2,660	+5%	+$18.9K	﹤0.01%	1814
2025 Q2	$380K	Sell	55,284 -17,948	-25%	-$125K	﹤0.01%	1761
2025 Q1	$550K	Buy	+73,232	New	+$665K	﹤0.01%	1623

Other funds holding AHRT

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

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

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

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AHRT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 88,838 shares — an estimated $489K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AHRT in Q1 2025 and held it in 5 quarters. The position peaked at $588K in Q4 2025. 117 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
Universal-Beteiligungs- und Servicegesellschaft sold 88,838 AH Realty Trust shares in Q2 2026, an estimated $489K.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in AH Realty Trust in Q1 2025 and held it in 5 quarters.
Universal-Beteiligungs- und Servicegesellschaft's AH Realty Trust position peaked at $588K in Q4 2025.
117 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.