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 2025
Institutional positions in AH Realty Trust, Inc. as of Sep 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
- 223
- −3 vs. Q2 2025
- Shares held
- 59.8M
- −1.61M (−2.6%) vs. Q2 2025
- Total value
- $419.5M
- −$2.61M (−0.6%) vs. Q2 2025
- New holders
- 25
- 77 more added
- Sold out
- 28
- 76 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AH Realty Trust, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 400 | $2.80K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 390 | $2.73K | 0.00% | +390 | New |
| Rothschild Investment LLC | 385 | $2.70K | 0.00% | +90+30.5% | Added |
| Wealthspire Advisors, LLC | 378 | $2.65K | 0.00% | +378 | New |
| High Note Wealth, LLC | 367 | $2.57K | 0.00% | +367 | New |
| Allworth Financial LP | 364 | $2.55K | 0.00% | +49+15.6% | Added |
| Cornerstone Planning Group LLC | 342 | $2.21K | 0.00% | +342 | New |
| Bessemer Group Inc | 311 | $2.00K | 0.00% | +99+46.7% | Added |
| Rockefeller Capital Management L.P. | 236 | $1.65K | 0.00% | +236 | New |
| UMA Financial Services, Inc. | 172 | $1.21K | 0.00% | +172 | New |
| Capital Advisors, Ltd. LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $912 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 104 | $744 | 0.00% | +104 | New |
| Salem Investment Counselors Inc | 100 | $701 | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 86 | $603 | 0.00% | +86 | New |
| Financial Consulate, Inc | 66 | $463 | 0.00% | +66 | New |
| Farther Finance Advisors, LLC | 49 | $343 | 0.00% | +12+32.4% | Added |
| Farmers & Merchants Investments Inc | 45 | $315 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $225 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18 | $126 | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 69 | $0 | 0.00% | −291−80.8% | Reduced |
| Avion Wealth | 72 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −270,823−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −149,843−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −132,211−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −95,378−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −91,215−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −70,697−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −67,838−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −31,219−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −29,061−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −26,910−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,226−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23,912−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,137−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −17,742−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −14,761−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −14,409−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −14,144−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −12,135−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −11,869−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,789−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |