WIA
AHRT

Wealthedge Investment Advisors’s AH Realty Trust AHRT Stock Holding History

Wealthedge Investment Advisors’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
2025
Q3 		– Sell
-31,219
Closed -$214K – 128
2025
Q2 		$214K Sell
31,219
-159,667
-84% -$1.11M 0.09% 131
2025
Q1 		$1.43M Buy
190,886
+136,783
+253% +$1.24M 0.65% 47
2024
Q4 		$553K Buy
+54,103
New +$588K 0.25% 88

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthedge Investment Advisors's AHRT Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of AH Realty Trust (AHRT) in Q3 2025, closing a stake of 31,219 shares — an estimated $214K sold.

Wealthedge Investment Advisors first reported a position in AHRT in Q4 2024 and held it in 3 quarters. The position peaked at $1.43M in Q1 2025. 223 funds tracked by Wall St. Rank hold AHRT as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining AH Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 31,219 AH Realty Trust shares in Q3 2025, an estimated $214K.
  • Wealthedge Investment Advisors first reported a position in AH Realty Trust in Q4 2024 and held it in 3 quarters.
  • Wealthedge Investment Advisors's AH Realty Trust position peaked at $1.43M in Q1 2025.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.