AH Realty Trust, Inc.
AHRT- Exchange
- NYSE
- Industry
- Real Estate
- SEC CIK
- 0001569187
In the last 90 days, AH Realty Trust, Inc. insiders filed 2 open-market purchases 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, Q3 2024
Institutional positions in AH Realty Trust, Inc. as of Sep 30, 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
- 227
- +27 vs. Q2 2024
- Shares held
- 68.3M
- +23.7M (+53.3%) vs. Q2 2024
- Total value
- $738.3M
- +$243.7M (+49.3%) vs. Q2 2024
- New holders
- 43
- 90 more added
- Sold out
- 16
- 57 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 195 | $399.1M |
| Q1 2026 | 207 | $308.9M |
| Q4 2025 | 215 | $394.9M |
| Q3 2025 | 223 | $419.5M |
| Q2 2025 | 227 | $422.2M |
| Q1 2025 | 222 | $481.8M |
| Q4 2024 | 222 | $722.5M |
| Q3 2024 | 227 | $738.3M |
| Q2 2024 | 201 | $635.6M |
| Q1 2024 | 190 | $588.9M |
| Q4 2023 | 184 | $726.5M |
| Q3 2023 | 189 | $606.1M |
| Q2 2023 | 185 | $703.3M |
| Q1 2023 | 195 | $712.1M |
| Q4 2022 | 194 | $681.4M |
| Q3 2022 | 197 | $617.2M |
| Q2 2022 | 188 | $775.6M |
| Q1 2022 | 190 | $881.2M |
| Q4 2021 | 181 | $839.3M |
| Q3 2021 | 171 | $712.2M |
| Q2 2021 | 163 | $703.1M |
| Q1 2021 | 157 | $638.8M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding AH Realty Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1,000 | $10.9K | 0.00% | +1,000 | New |
| True Wealth Design, LLC | 994 | $10.8K | 0.00% | +18+1.8% | Added |
| Lindbrook Capital, LLC | 754 | $8.17K | 0.00% | +57+8.2% | Added |
| Massmutual Trust Co FSB | 731 | $7.92K | 0.00% | +61+9.1% | Added |
| GAMMA Investing LLC | 715 | $7.74K | 0.00% | +158+28.4% | Added |
| Capital Analysts, LLC | 686 | $7.00K | 0.00% | +686 | New |
| Smartleaf Asset Management LLC | 575 | $6.28K | 0.00% | +336+140.6% | Added |
| Huntington National Bank | 573 | $6.21K | 0.00% | +537+1,491.7% | Added |
| Chilton Capital Management LLC | 539 | $5.84K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $5.42K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 422 | $4.57K | 0.00% | −7,264−94.5% | Reduced |
| Future Financial Wealth Managment LLC | 400 | $4.33K | 0.00% | +400 | New |
| Sterling Capital Management LLC | 218 | $2.36K | 0.00% | +218 | New |
| Frazier Financial Advisors, LLC | 217 | $2.35K | 0.00% | +129+146.6% | Added |
| Capital Performance Advisors LLP | 202 | $2.19K | 0.00% | +202 | New |
| Allworth Financial LP | 188 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 185 | $2.00K | 0.00% | −815−81.5% | Reduced |
| EverSource Wealth Advisors, LLC | 182 | $1.97K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 169 | $1.83K | 0.00% | +96+131.5% | Added |
| Rothschild Investment LLC | 115 | $1.25K | 0.00% | +60+109.1% | Added |
| Geneos Wealth Management Inc. | 49 | $531 | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 45 | $487 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $325 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $314 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $49 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 61 | $0 | 0.00% | +61 | New |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −146,917−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −73,593−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −57,035−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −55,779−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −33,111−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −22,459−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,931−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,924−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −12,440−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |