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 Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

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 Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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. 103 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.
103 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.