Wealth Enhancement Advisory Services
AHRT icon

Wealth Enhancement Advisory Services’s AH Realty Trust AHRT Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$136K Sell
22,491
-50
-0.2% -$335 ﹤0.01% 3868
2026
Q2 		$159K Buy
+22,541
New +$145K ﹤0.01% 3670
2025
Q4 		– Sell
-26,268
Closed -$178K – 3649
2025
Q3 		$178K Sell
26,268
-9,549
-27% -$67.7K ﹤0.01% 3178
2025
Q2 		$256K Buy
35,817
+24,530
+217% +$170K ﹤0.01% 2772
2025
Q1 		$84.8K Sell
11,287
-24,149
-68% -$219K ﹤0.01% 2792
2024
Q4 		$363K Sell
35,436
-483
-1% -$5.25K ﹤0.01% 2226
2024
Q3 		$389K Buy
35,919
+210
+0.6% +$2.45K ﹤0.01% 1998
2024
Q2 		$396K Buy
35,709
+8,994
+34% +$98.1K ﹤0.01% 1793
2024
Q1 		$278K Sell
26,715
-1,746
-6% -$19.8K ﹤0.01% 1976
2023
Q4 		$352K Sell
28,461
-2,474
-8% -$27.3K ﹤0.01% 1716
2023
Q3 		$317K Buy
+30,935
New +$359K ﹤0.01% 1709

Other funds holding AHRT

Western Standard LLC
Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's AHRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its AH Realty Trust (AHRT) stake by 0.22% in Q3 2026, selling an estimated $335 and leaving 22,491 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Wealth Enhancement Advisory Services first reported a position in AHRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $396K in Q2 2024. 99 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 22,491 shares of AH Realty Trust worth $136K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 50 AH Realty Trust shares in Q3 2026, an estimated $335.
  • AH Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3868 holding.
  • Wealth Enhancement Advisory Services first reported a position in AH Realty Trust in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's AH Realty Trust position peaked at $396K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.