Y-Intercept (HK)’s AH Realty Trust AHRT Stock Holding History

Y-Intercept (HK)’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	$741K	Buy	+121,460	New	+$813K	0.02%	1137
2026 Q2	–	Sell	-75,997	Closed	-$418K	–	1664
2026 Q1	$418K	Buy	+75,997	New	+$485K	0.01%	1304
2025 Q2	–	Sell	-80,660	Closed	-$606K	–	1605
2025 Q1	$606K	Buy	80,660 +63,299	+365%	+$575K	0.04%	617
2024 Q4	$178K	Sell	17,361 -25,098	-59%	-$273K	0.01%	1063
2024 Q3	$460K	Buy	42,459 +11,465	+37%	+$134K	0.03%	812
2024 Q2	$344K	Sell	30,994 -13,492	-30%	-$147K	0.02%	978
2024 Q1	$463K	Buy	+44,486	New	+$505K	0.03%	751
2022 Q4	–	Sell	-12,269	Closed	-$127K	–	965
2022 Q3	$127K	Buy	+12,269	New	+$160K	0.01%	867

Other funds holding AHRT

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

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Y-Intercept (HK)'s AHRT Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in AH Realty Trust (AHRT) in Q3 2026: 121,460 shares worth $741K. The stake represents 0.02% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AHRT as recently as Q1 2026.

Y-Intercept (HK) first reported a position in AHRT in Q3 2022 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold AHRT as of Q3 2026.

Y-Intercept (HK) held 121,460 shares of AH Realty Trust worth $741K as of Q3 2026.
AH Realty Trust was a new Y-Intercept (HK) position in Q3 2026.
AH Realty Trust made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1137 holding.
Y-Intercept (HK) first reported a position in AH Realty Trust in Q3 2022 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.