WANY
AHRT

Wealthspire Advisors (New York)’s AH Realty Trust AHRT Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-378
Closed -$2.65K – 1077
2025
Q3 		$2.65K Buy
+378
New +$2.68K ﹤0.01% 2526

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s AHRT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 378 shares — an estimated $2.65K sold.

Wealthspire Advisors (New York) first reported a position in AHRT in Q3 2025 and held it in 1 quarter. The position peaked at $2.65K in Q3 2025. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 378 AH Realty Trust shares in Q4 2025, an estimated $2.65K.
  • Wealthspire Advisors (New York) first reported a position in AH Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AH Realty Trust position peaked at $2.65K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.