WWM
AHRT

Wolff Wiese Magana’s AH Realty Trust AHRT Stock Holding History

Wolff Wiese Magana’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 		$32.7K Buy
4,615
+77
+2% +$494 0.02% 296
2026
Q1 		$25K Buy
4,538
+3,538
+354% +$22.6K 0.01% 302
2025
Q4 		$6.62K Buy
+1,000
New +$6.6K ﹤0.01% 526

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana's AHRT Position: Q2 2026 in Review

Wolff Wiese Magana increased its AH Realty Trust (AHRT) stake by 1.7% in Q2 2026, buying an estimated $494 and bringing the position to 4,615 shares worth $32.7K. The position accounts for 0.02% of the portfolio, ranked #296.

Wolff Wiese Magana first reported a position in AHRT in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

  • Wolff Wiese Magana held 4,615 shares of AH Realty Trust worth $32.7K as of Q2 2026.
  • Wolff Wiese Magana bought 77 AH Realty Trust shares in Q2 2026, an estimated $494.
  • AH Realty Trust made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #296 holding.
  • Wolff Wiese Magana first reported a position in AH Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.