Wellington Shields & Co’s AH Realty Trust AHRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,000
| Closed | -$70.1K | – | 322 |
|
|
2025
Q3 | $70.1K | Hold |
10,000
| – | – | 0.02% | 292 |
|
|
2025
Q2 | $68.7K | Hold |
10,000
| – | – | 0.02% | 279 |
|
|
2025
Q1 | $75.1K | Hold |
10,000
| – | – | 0.02% | 263 |
|
|
2024
Q4 | $102K | Hold |
10,000
| – | – | 0.03% | 245 |
|
|
2024
Q3 | $108K | Hold |
10,000
| – | – | 0.03% | 255 |
|
|
2024
Q2 | $111K | Hold |
10,000
| – | – | 0.04% | 248 |
|
|
2024
Q1 | $104K | Hold |
10,000
| – | – | 0.03% | 244 |
|
|
2023
Q4 | $124K | Hold |
10,000
| – | – | 0.05% | 228 |
|
|
2023
Q3 | $102K | Hold |
10,000
| – | – | 0.03% | 240 |
|
|
2023
Q2 | $117K | Hold |
10,000
| – | – | 0.03% | 238 |
|
|
2023
Q1 | $118K | Hold |
10,000
| – | – | 0.03% | 238 |
|
|
2022
Q4 | $115K | Hold |
10,000
| – | – | 0.03% | 242 |
|
|
2022
Q3 | $104K | Hold |
10,000
| – | – | 0.05% | 225 |
|
|
2022
Q2 | $128K | Hold |
10,000
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $146K | Hold |
10,000
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $152K | Hold |
10,000
| – | – | 0.03% | 221 |
|
|
2021
Q3 | $134K | Hold |
10,000
| – | – | 0.05% | 204 |
|
|
2021
Q2 | $133K | Hold |
10,000
| – | – | 0.04% | 202 |
|
|
2021
Q1 | $125K | Hold |
10,000
| – | – | 0.04% | 192 |
|
|
2020
Q4 | $112K | Hold |
10,000
| – | – | 0.04% | 181 |
|
|
2020
Q3 | $93K | Hold |
10,000
| – | – | 0.04% | 169 |
|
|
2020
Q2 | $99K | Hold |
10,000
| – | – | 0.04% | 171 |
|
|
2020
Q1 | $107K | Hold |
10,000
| – | – | 0.06% | 147 |
|
|
2019
Q4 | $183K | Buy |
+10,000
| New | +$182K | 0.08% | 166 |
|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$165K | – | 95 |
|
|
2019
Q2 | $165K | Hold |
10,000
| – | – | 0.08% | 169 |
|
|
2019
Q1 | $156K | Hold |
10,000
| – | – | 0.08% | 158 |
|
|
2018
Q4 | $141K | Hold |
10,000
| – | – | 0.08% | 143 |
|
|
2018
Q3 | $151K | Hold |
10,000
| – | – | 0.08% | 142 |
|
|
2018
Q2 | $149K | Sell |
10,000
-10,000
| -50% | -$141K | 0.08% | 139 |
|
|
2018
Q1 | $274K | Hold |
20,000
| – | – | 0.15% | 118 |
|
|
2017
Q4 | $311K | Hold |
20,000
| – | – | 0.17% | 113 |
|
|
2017
Q3 | $276K | Hold |
20,000
| – | – | 0.09% | 110 |
|
|
2017
Q2 | $259K | Hold |
20,000
| – | – | 0.09% | 111 |
|
|
2017
Q1 | $278K | Hold |
20,000
| – | – | 0.08% | 103 |
|
|
2016
Q4 | $291K | Buy |
+20,000
| New | +$277K | 0.15% | 95 |
|
Other funds holding AHRT
Wellington Shields & Co's AHRT Position: Q4 2025 in Review
Wellington Shields & Co sold out of AH Realty Trust (AHRT) in Q4 2025, closing a stake of 10,000 shares — an estimated $70.1K sold.
Wellington Shields & Co first reported a position in AHRT in Q4 2016 and held it in 35 quarters. The position peaked at $311K in Q4 2017. 214 funds tracked by Wall St. Rank hold AHRT as of Q4 2025.
- Wellington Shields & Co reported no remaining AH Realty Trust position as of Q4 2025 after selling out during the quarter.
- Wellington Shields & Co sold 10,000 AH Realty Trust shares in Q4 2025, an estimated $70.1K.
- Wellington Shields & Co first reported a position in AH Realty Trust in Q4 2016 and held it in 35 quarters.
- Wellington Shields & Co's AH Realty Trust position peaked at $311K in Q4 2017.
- 214 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2025.
Based on Wellington Shields & Co's 13F filing for Q4 2025, filed 9 Feb 2026.