Wealth Enhancement Advisory Services
AHRT

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

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 15 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.
  • 15 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.