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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's AHRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in AH Realty Trust (AHRT) in Q2 2026: 22,541 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #3670 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in AHRT as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in AHRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $396K in Q2 2024. 196 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Wealth Enhancement Advisory Services held 22,541 shares of AH Realty Trust worth $159K as of Q2 2026.
AH Realty Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
AH Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3670 holding.
Wealth Enhancement Advisory Services first reported a position in AH Realty Trust in Q3 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's AH Realty Trust position peaked at $396K in Q2 2024.
196 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.