Skip to main content

AH Realty Trust, Inc.

AHRT
Exchange
NYSE
Industry
Real Estate
SEC CIK
0001569187

In the last 90 days, AH Realty Trust, Inc. insiders filed 1 open-market purchase and 0 sales; 195 institutions reported holding it in 13F filings for Q2 2026, worth $399.1M in total; no superinvestor holds it.

Other share classesAHRT.PA

13F holders, Q1 2024

Institutional positions in AH Realty Trust, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
190
+7 vs. Q4 2023
Shares held
56.5M
−914.1K (−1.6%) vs. Q4 2023
Total value
$588.9M
−$122.6M (−17.2%) vs. Q4 2023
New holders
26
71 more added
Sold out
19
65 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AHRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 190 institutions
Q1 2021: 157 institutionsQ2 2021: 163 institutionsQ3 2021: 171 institutionsQ4 2021: 181 institutionsQ1 2022: 190 institutionsQ2 2022: 188 institutionsQ3 2022: 197 institutionsQ4 2022: 194 institutionsQ1 2023: 195 institutionsQ2 2023: 185 institutionsQ3 2023: 189 institutionsQ4 2023: 184 institutionsQ1 2024: 190 institutionsQ2 2024: 201 institutionsQ3 2024: 227 institutionsQ4 2024: 222 institutionsQ1 2025: 222 institutionsQ2 2025: 227 institutionsQ3 2025: 223 institutionsQ4 2025: 215 institutionsQ1 2026: 207 institutionsQ2 2026: 195 institutions
Value heldQ1 2024: $588.9M
Q1 2021: $638.8MQ2 2021: $703.1MQ3 2021: $712.2MQ4 2021: $839.3MQ1 2022: $881.2MQ2 2022: $775.6MQ3 2022: $617.2MQ4 2022: $681.4MQ1 2023: $712.1MQ2 2023: $703.3MQ3 2023: $606.1MQ4 2023: $726.5MQ1 2024: $588.9MQ2 2024: $635.6MQ3 2024: $738.3MQ4 2024: $722.5MQ1 2025: $481.8MQ2 2025: $422.2MQ3 2025: $419.5MQ4 2025: $394.9MQ1 2026: $308.9MQ2 2026: $399.1M
Institutions holding AHRT and their total value by quarter
QuarterHoldersValue
Q2 2026195$399.1M
Q1 2026207$308.9M
Q4 2025215$394.9M
Q3 2025223$419.5M
Q2 2025227$422.2M
Q1 2025222$481.8M
Q4 2024222$722.5M
Q3 2024227$738.3M
Q2 2024201$635.6M
Q1 2024190$588.9M
Q4 2023184$726.5M
Q3 2023189$606.1M
Q2 2023185$703.3M
Q1 2023195$712.1M
Q4 2022194$681.4M
Q3 2022197$617.2M
Q2 2022188$775.6M
Q1 2022190$881.2M
Q4 2021181$839.3M
Q3 2021171$712.2M
Q2 2021163$703.1M
Q1 2021157$638.8M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding AH Realty Trust, Inc.; share changes are against Q4 2023.

Institutions holding AHRT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$100.00%−94−98.9%Reduced
Caitlin John, LLC5$520.00%−4,335−99.9%Reduced
Rothschild Investment LLC15$1560.00%+15New
Parallel Advisors, LLC27$2810.00%+27New
Versant Capital Management, Inc29$3020.00%00.0%Unchanged
Farther Finance Advisors, LLC30$3080.00%00.0%Unchanged
Farmers & Merchants Investments Inc45$4680.00%00.0%Unchanged
Umb Bank N A48$4990.00%+48New
Frazier Financial Advisors, LLC88$9160.00%00.0%Unchanged
Covestor Ltd55$1.00K0.00%+54+5,400.0%Added
Allworth Financial LP129$1.34K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC182$1.92K0.00%+48+35.8%Added
Massmutual Trust Co FSB248$2.58K0.00%+4+1.6%Added
Old Point Trust & Financial Services N A250$2.60K0.00%+250New
GAMMA Investing LLC341$3.55K0.00%+33+10.7%Added
Fifth Third Bancorp353$3.67K0.00%+353New
Future Financial Wealth Managment LLC400$4.16K0.00%+400New
Fortitude Family Office, LLC431$4.48K0.00%+431New
Missouri Trust & Investment Co500$5.20K0.00%00.0%Unchanged
CWM, LLC757$8.00K0.00%+126+20.0%Added
True Wealth Design, LLC956$9.95K0.00%+14+1.5%Added
Bessemer Group Inc1,000$10.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,000$10.6K0.00%+1,000New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,057$11.0K0.00%+23+2.2%Added
Russell Investments Group, Ltd.1,059$11.0K0.00%−18,338−94.5%Reduced
Quarry LP1,073$11.2K0.00%−1,163−52.0%Reduced
Chilton Capital Management LLC1,190$12.4K0.00%−332,070−99.6%Reduced
Simplex Trading, LLC1,330$13.0K0.00%+1,330New
Signaturefd, LLC1,256$13.1K0.00%00.0%Unchanged
LGT Financial Advisors LLC1,432$14.9K0.02%+500+53.6%Added
Advisor Group Holdings, Inc.1,629$16.9K0.00%−9,292−85.1%Reduced
Royal Bank of Canada1,628$17.0K0.00%−83,716−98.1%Reduced
Steward Partners Investment Advisory, LLC2,500$26.0K0.00%+1,500+150.0%Added
Federated Hermes, Inc.2,583$26.9K0.00%−204,915−98.8%Reduced
KBC Group NV2,972$31.0K0.00%00.0%Unchanged
Quest Partners LLC3,576$37.2K0.01%+3,576New
Tower Research Capital LLC (TRC)4,484$46.6K0.00%−16,214−78.3%Reduced
The PNC Financial Services Group, Inc.5,241$54.5K0.00%+983+23.1%Added
Metropolitan Life Insurance Co5,324$55.4K0.00%−633−10.6%Reduced
Quadrant Capital Group LLC5,351$55.7K0.00%+1,226+29.7%Added
Ameritas Investment Partners, Inc.6,697$69.6K0.00%00.0%Unchanged
PEAK6 Investments LLC6,822$70.9K0.00%+4,024+143.8%Added
US Bancorp8,055$83.8K0.00%+368+4.8%Added
Public Employees Retirement System of Ohio8,406$87.4K0.00%−6,032−41.8%Reduced
Public Employees Retirement Association of Colorado8,534$89.0K0.00%00.0%Unchanged
Van Eck Associates Corp9,662$100.0K0.00%+221+2.3%Added
Wellington Shields & Co., LLC10,000$104.0K0.03%00.0%Unchanged
Colony Group, LLC10,233$106.0K0.00%+10,233New
Pathstone Holdings, LLC10,766$112.0K0.00%−1,678−13.5%Reduced
Stifel Financial Corp11,568$120.3K0.00%−128−1.1%Reduced
Mutual of America Capital Management LLC11,612$120.8K0.00%−185−1.6%Reduced
Handelsbanken Fonder AB11,800$123.0K0.00%+11,800New
STRS Ohio12,100$125.0K0.00%−2,100−14.8%Reduced
Standard Life Aberdeen plc12,128$126.1K0.00%−495−3.9%Reduced
Everence Capital Management Inc12,440$129.0K0.01%00.0%Unchanged
LPL Financial LLC13,166$136.9K0.00%−11,978−47.6%Reduced
Baker Ellis Asset Management LLC13,360$138.9K0.02%−1,750−11.6%Reduced
ProShare Advisors LLC13,585$141.3K0.00%+934+7.4%Added
Vestcor Inc14,101$147.0K0.01%+9,038+178.5%Added
DekaBank Deutsche Girozentrale14,949$151.0K0.00%00.0%Unchanged
Algert Global LLC14,687$152.7K0.01%−8,720−37.3%Reduced
Brevan Howard Capital Management LP15,081$156.8K0.01%+15,081New
Cetera Investment Advisers15,236$158.5K0.00%+15,236New
Sumitomo Mitsui DS Asset Management Company, Ltd15,799$164.3K0.00%+15,799New
Quadrature Capital Ltd16,044$166.9K0.00%+16,044New
Oregon Public Employees Retirement Fund18,030$187.5K0.00%−1,700−8.6%Reduced
Pictet Asset Management Holding SA18,338$190.7K0.00%00.0%Unchanged
Arizona State Retirement System18,523$192.6K0.00%−472−2.5%Reduced
Allianz Asset Management GmbH19,200$199.7K0.00%−135,497−87.6%Reduced
UniSuper Management Pty Ltd19,300$200.7K0.00%00.0%Unchanged
Custom Index Systems, LLC19,805$206.0K0.12%−1,746−8.1%Reduced
Naviter Wealth, LLC19,423$206.0K0.03%+19,423New
Graham Capital Management, L.P.20,586$214.1K0.01%+20,586New
Amalgamated Bank21,833$227.0K0.00%−3,650−14.3%Reduced
Daiwa Securities Group Inc.21,794$227.0K0.00%+1,637+8.1%Added
Teachers Retirement System of the State of Kentucky21,985$229.0K0.00%00.0%Unchanged
Crawford Investment Counsel Inc22,130$230.2K0.00%−242,423−91.6%Reduced
Brown Advisory Inc22,227$231.2K0.00%+14+0.1%Added
D. E. Shaw & Co., Inc.22,594$235.0K0.00%+22,594New
Henshaw Capital LLC22,979$239.0K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC23,400$243.4K0.00%+23,400New
Maryland State Retirement & Pension System24,496$248.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC23,740$251.8K0.00%+45+0.2%Added
Arbor Investment Advisors, LLC24,400$253.8K0.04%00.0%Unchanged
Alps Advisors Inc24,670$256.6K0.00%+2,840+13.0%Added
Icapital Wealth LLC24,761$257.5K0.15%+24,761New
Manufacturers Life Insurance Company, The25,332$263.5K0.00%−937−3.6%Reduced
Susquehanna International Group, LLP25,580$266.0K0.00%−3,035−10.6%Reduced
Resona Asset Management Co.,Ltd.26,179$272.3K0.00%+26,179New
Wealth Enhancement Advisory Services, LLC26,715$277.8K0.00%−1,746−6.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,761$278.3K0.00%+110.0%Added
Janus Henderson Group PLC28,456$295.9K0.00%+30.0%Added
Yousif Capital Management, LLC30,619$318.4K0.00%−2,825−8.4%Reduced
Citadel Advisors LLC30,624$318.5K0.00%+19,335+171.3%Added
Guggenheim Capital LLC31,057$323.0K0.00%+7,540+32.1%Added
Adams Asset Advisors, LLC31,658$329.2K0.04%+31,658New
Martingale Asset Management L P33,090$344.1K0.01%−110,238−76.9%Reduced
Louisiana State Employees Retirement System33,400$347.4K0.01%−300−0.9%Reduced
Mirae Asset Global Investments Co., Ltd.30,939$351.1K0.00%−898−2.8%Reduced
State of Tennessee, Treasury Department33,807$351.6K0.00%−4,624−12.0%Reduced