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 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 $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 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

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Y-Intercept (HK)'s AHRT Position: Q2 2026 in Review

Y-Intercept (HK) sold out of AH Realty Trust (AHRT) in Q2 2026, closing a stake of 75,997 shares — an estimated $418K sold.

Y-Intercept (HK) first reported a position in AHRT in Q3 2022 and held it in 7 quarters. The position peaked at $606K in Q1 2025. 15 funds tracked by Wall St. Rank hold AHRT as of Q2 2026.

Y-Intercept (HK) reported no remaining AH Realty Trust position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 75,997 AH Realty Trust shares in Q2 2026, an estimated $418K.
Y-Intercept (HK) first reported a position in AH Realty Trust in Q3 2022 and held it in 7 quarters.
Y-Intercept (HK)'s AH Realty Trust position peaked at $606K in Q1 2025.
15 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.