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, Q2 2025
Institutional positions in AH Realty Trust, Inc. as of Jun 30, 2025. 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
- +6 vs. Q1 2025
- Shares held
- 61.4M
- −2.70M (−4.2%) vs. Q1 2025
- Total value
- $422.2M
- −$59.6M (−12.4%) vs. Q1 2025
- New holders
- 42
- 91 more added
- Sold out
- 36
- 60 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AH Realty Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 72 | $0 | 0.00% | +72 | New |
| AdvisorNet Financial, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $207 | 0.00% | +30 | New |
| Atlantic Trust, LLC | 32 | $220 | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 37 | $254 | 0.00% | +7+23.3% | Added |
| Farmers & Merchants Investments Inc | 45 | $309 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 103 | $736 | 0.00% | +103 | New |
| Smartleaf Asset Management LLC | 125 | $876 | 0.00% | −73−36.9% | Reduced |
| Parkside Financial Bank & Trust | 130 | $894 | 0.00% | +99+319.4% | Added |
| Bessemer Group Inc | 212 | $1.00K | 0.00% | +167+371.1% | Added |
| Capital Advisors, Ltd. LLC | 76 | $1.00K | 0.00% | +76 | New |
| MAI Capital Management | 154 | $1.06K | 0.00% | +154 | New |
| Principal Securities, Inc. | 164 | $1.13K | 0.00% | +164 | New |
| Caitong International Asset Management Co., Ltd | 241 | $1.66K | 0.00% | +168+230.1% | Added |
| Covestor Ltd | 360 | $2.00K | 0.00% | +360 | New |
| Rothschild Investment LLC | 295 | $2.03K | 0.00% | +190+181.0% | Added |
| Allworth Financial LP | 315 | $2.17K | 0.00% | +106+50.7% | Added |
| Future Financial Wealth Managment LLC | 400 | $2.75K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 493 | $3.39K | 0.00% | −1,877−79.2% | Reduced |
| Missouri Trust & Investment Co | 500 | $3.44K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 518 | $3.56K | 0.00% | −523−50.2% | Reduced |
| Fifth Third Bancorp | 566 | $3.89K | 0.00% | +70+14.1% | Added |
| IFP Advisors, Inc | 654 | $4.49K | 0.00% | +654 | New |
| Essential Partners LLC | 685 | $4.71K | 0.00% | +685 | New |
| Geneos Wealth Management Inc. | 700 | $4.81K | 0.00% | +700 | New |
| Massmutual Trust Co FSB | 763 | $5.24K | 0.00% | +584+326.3% | Added |
| Huntington National Bank | 852 | $5.85K | 0.00% | +816+2,266.7% | Added |
| Public Employees Retirement System of Ohio | 963 | $6.62K | 0.00% | −6,357−86.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 994 | $7.00K | 0.00% | +994 | New |
| Jones Financial Companies LLLP | 1,040 | $7.29K | 0.00% | +40+4.0% | Added |
| Signaturefd, LLC | 1,087 | $7.47K | 0.00% | −392−26.5% | Reduced |
| GF Fund Management Co. Ltd. | 1,427 | $9.80K | 0.00% | −69−4.6% | Reduced |
| Rise Advisors, LLC | 1,531 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,655 | $11.4K | 0.00% | −498−23.1% | Reduced |
| Larson Financial Group LLC | 1,774 | $12.2K | 0.00% | +1,774 | New |
| Versant Capital Management, Inc | 2,048 | $14.1K | 0.00% | +997+94.9% | Added |
| True Wealth Design, LLC | 2,069 | $14.2K | 0.01% | +982+90.3% | Added |
| Sterling Capital Management LLC | 2,161 | $14.8K | 0.00% | +894+70.6% | Added |
| EverSource Wealth Advisors, LLC | 2,784 | $19.1K | 0.00% | +2,545+1,064.9% | Added |
| Skopos Labs, Inc. | 3,194 | $21.9K | 0.00% | +2,792+694.5% | Added |
| Hantz Financial Services, Inc. | 3,194 | $22.0K | 0.00% | +3,194 | New |
| Clear Street Markets LLC | 3,700 | $25.4K | 0.01% | +3,700 | New |
| GAMMA Investing LLC | 4,163 | $28.6K | 0.00% | +3,426+464.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4,509 | $31.0K | 0.01% | +4,509 | New |
| Tower Research Capital LLC (TRC) | 7,919 | $54.4K | 0.00% | +5,015+172.7% | Added |
| Ameritas Investment Partners, Inc. | 8,248 | $56.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,534 | $59.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,986 | $61.8K | 0.00% | +1,243+16.1% | Added |
| SRS Capital Advisors, Inc. | 9,176 | $63.0K | 0.00% | +9,176 | New |
| Wellington Shields & Co., LLC | 10,000 | $68.7K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,297 | $70.7K | 0.00% | −1,308−11.3% | Reduced |
| D. E. Shaw & Co., Inc. | 10,470 | $71.9K | 0.00% | −1,510−12.6% | Reduced |
| Stoneridge Investment Partners LLC | 10,481 | $72.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,696 | $73.5K | 0.00% | −451−4.0% | Reduced |
| Caisse des Depots Et Consignations | 10,730 | $73.7K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,789 | $74.1K | 0.03% | −3,033−21.9% | Reduced |
| Versor Investments LP | 10,800 | $74.2K | 0.01% | −20,800−65.8% | Reduced |
| Nissay Asset Management Corp | 11,027 | $75.8K | 0.00% | +240+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,185 | $76.8K | 0.01% | +11,185 | New |
| Bank of Montreal | 11,869 | $81.5K | 0.00% | −5,004−29.7% | Reduced |
| Callan Family Office, LLC | 12,135 | $83.4K | 0.00% | +12,135 | New |
| Teacher Retirement System of Texas | 12,137 | $83.4K | 0.00% | −12,113−50.0% | Reduced |
| First Trust Advisors LP | 12,425 | $85.4K | 0.00% | −2,669−17.7% | Reduced |
| Equitable Holdings, Inc. | 12,458 | $85.6K | 0.00% | +12,458 | New |
| Quadrant Capital Group LLC | 13,038 | $89.6K | 0.00% | +9,022+224.7% | Added |
| Pictet Asset Management Holding SA | 13,136 | $90.2K | 0.00% | −6,127−31.8% | Reduced |
| PharVision Advisers, LLC | 13,655 | $93.8K | 0.13% | +13,655 | New |
| Victory Capital Management Inc | 13,682 | $94.0K | 0.00% | −56−0.4% | Reduced |
| NWF Advisory Services Inc. | 13,687 | $94.0K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,144 | $96.9K | 0.01% | +14,144 | New |
| Fiduciary Trust Co | 14,175 | $97.4K | 0.00% | +14,175 | New |
| Bridgefront Capital, LLC | 14,409 | $99.0K | 0.03% | +14,409 | New |
| Amundi | 14,160 | $100.4K | 0.00% | −29,947−67.9% | Reduced |
| Icapital Wealth LLC | 14,761 | $101.4K | 0.06% | −10,000−40.4% | Reduced |
| STRS Ohio | 14,800 | $101.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 14,949 | $102.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,710 | $103.6K | 0.00% | −5,111−25.8% | Reduced |
| Colony Group, LLC | 15,351 | $105.5K | 0.00% | +1,949+14.5% | Added |
| Evergreen Capital Management LLC | 15,407 | $105.8K | 0.00% | +15,407 | New |
| EP Wealth Advisors, LLC | 15,514 | $106.6K | 0.00% | −3,510−18.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,799 | $108.5K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 16,503 | $113.4K | 0.05% | +16,503 | New |
| Police & Firemen's Retirement System of New Jersey | 17,475 | $120.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,742 | $121.9K | 0.00% | −686−3.7% | Reduced |
| New York State Common Retirement Fund | 17,768 | $122.1K | 0.00% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 17,800 | $122.3K | 0.14% | +5,800+48.3% | Added |
| ProShare Advisors LLC | 17,864 | $122.7K | 0.00% | −718−3.9% | Reduced |
| XTX Topco Ltd | 18,137 | $124.6K | 0.01% | +18,137 | New |
| Oregon Public Employees Retirement Fund | 18,330 | $125.9K | 0.00% | +100+0.5% | Added |
| The PNC Financial Services Group, Inc. | 18,673 | $128.3K | 0.00% | +11,345+154.8% | Added |
| State Board of Administration of Florida Retirement System | 19,234 | $132.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,579 | $141.4K | 0.00% | −23,946−53.8% | Reduced |
| Tectonic Advisors LLC | 20,600 | $141.5K | 0.01% | +20,600 | New |
| Teachers Retirement System of the State of Kentucky | 21,985 | $151.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,139 | $152.1K | 0.00% | +2,440+12.4% | Added |
| Amalgamated Bank | 22,678 | $156.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,323 | $160.2K | 0.00% | +463+2.0% | Added |
| M&G Plc | 23,112 | $161.8K | 0.00% | +2,320+11.2% | Added |
| Los Angeles Capital Management LLC | 23,862 | $163.9K | 0.00% | −25,847−52.0% | Reduced |