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AH Realty Trust, Inc. hedge fund holdings

AHRTNYSE
$6.03-0.10 (-1.63% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

AHRT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-14.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202510776$47.2M$60.7M213Aug 14, 2025
Q3 20257566$30.7M$43.8M211Nov 14, 2025
Q4 20256290$38.8M$45.8M201Feb 14, 2026
Q1 202678103$58.5M$78.7M198May 15, 2026
Q2 20267282$46.6M$36.8M186Aug 14, 2026

Quarterly action breakdown

Q2 2026
186 filers
New position
27
$19M+2.68M sh
Increased
45
$27.6M+3.9M sh
Reduced
55
-$29.6M-4.18M sh
Out / sold
27
-$7.27M-1.03M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Western Standard LLCNew Buy+$9.17M$9.17M3.11%Aug 10, 2026
Irenic Capital Management LPReduce 16.28%-$4.02M$20.7M0.99%Aug 14, 2026
Lighthouse Investment Partners, LLCNew Buy+$2.66M$2.66M0.07%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 68.75%-$2.26M$1.03M0.00%Aug 4, 2026
TCW Group IncAdded 28.77%+$2.07M$9.25M0.06%Aug 3, 2026
Jain Global LLCNew Buy+$1.71M$1.71M0.01%Aug 14, 2026
Aristotle Capital Boston, LLCReduce 15.87%-$928K$4.92M0.33%Aug 14, 2026
Quantinno Capital Management LPAdded 27.79%+$797K$3.66M0.00%Aug 13, 2026
Brookwood Investment Group LLCAdded 40.77%+$366K$1.26M0.14%Jul 23, 2026
Daytona Street Capital LLCNew Buy+$359K$359K0.26%Aug 3, 2026
VANGUARD ASSET MANAGEMENT, LtdReduce 88.14%-$348K$46.8K0.00%Aug 13, 2026
SeaCrest Wealth Management, LLCNew Buy+$267K$267K0.03%Jul 9, 2026
Great Lakes Advisors, LLCReduce 11.12%-$250K$1.99M0.02%Aug 10, 2026
Inceptionr LLCNew Buy+$159K$159K0.04%Aug 11, 2026
Sequoia Financial Advisors, LLCNew Buy+$152K$152K0.00%Jul 17, 2026
Ethos Financial Group, LLCNew Buy+$135K$135K0.01%Aug 7, 2026
Fifth Third Wealth Advisors LLCNew Buy+$115K$115K0.00%Jul 17, 2026
Fox Run Management, L.L.C.Sell 100%-$100K$00.00%Aug 4, 2026
Symmetry Partners, LLCNew Buy+$99K$99K0.01%Jul 23, 2026
KLP Kapitalforvaltning AsSell 100%-$97.8K$00.00%Aug 12, 2026
Sterneck Capital Management, LLCAdded 9.23%+$96.6K$1.14M0.49%Jul 30, 2026
MML Investors Services, LLCNew Buy+$94.9K$94.9K0.00%Aug 7, 2026
Vestcor IncSell 100%-$87K$00.00%Aug 11, 2026
Vanguard Investments Australia, Ltd.Sell 100%-$84.9K$00.00%Aug 13, 2026
Occidental Asset Management, LLCNew Buy+$83.4K$83.4K0.01%Aug 7, 2026
Murphy Pohlad Asset Management LLCAdded 57.88%+$82.1K$224K0.08%Jul 21, 2026
Resonant Capital Advisors, LLCNew Buy+$75.7K$75.7K0.00%Jul 27, 2026
Pictet Asset Management Holding SASell 100%-$72.2K$00.00%Jul 30, 2026
Park Capital Management, LLC / WIAdded 39.90%+$70.2K$246K0.14%Jul 13, 2026
Stoneridge Investment Partners LLCSell 100%-$70K$00.00%Aug 6, 2026
Laurion Capital Management LPSell 100%-$68.1K$00.00%Aug 13, 2026
Sage Investment Counsel LLCAdded 47.47%+$66.6K$207K0.21%Jul 22, 2026
Anchyra Partners LLCAdded 34.71%+$59.6K$231K0.06%Jul 23, 2026
Commonwealth Financial Services, LLCReduce 14.14%-$45.1K$274K0.04%Jul 15, 2026
Freestone Grove Partners LPSell 100%-$38K$00.00%Aug 14, 2026
FourThought Financial Partners, LLCReduce 19.57%-$32.2K$132K0.01%Aug 12, 2026
Daymark Wealth Partners, LLCReduce 25.98%-$30.1K$85.7K0.00%Jul 31, 2026
Sumitomo Mitsui Trust Group, Inc.Reduce 4.86%-$29.7K$582K0.00%Jul 30, 2026
Alps Advisors IncReduce 9.40%-$26.9K$260K0.00%Jul 29, 2026
Inspire Investing, LLCAdded 3.16%+$20.9K$681K0.03%Aug 12, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 2.12%-$20.2K$936K0.00%Aug 13, 2026
Itau Unibanco Holding S.A.Reduce 38.48%-$16.2K$25.8K0.00%Aug 14, 2026
TT Capital Management LLCReduce 1.35%-$13.5K$981K0.76%Aug 4, 2026
Able Wealth Management LLCReduce 9.54%-$13.3K$126K0.03%Jul 29, 2026
Inscription Capital, LLCReduce 7.22%-$11.8K$152K0.01%Aug 13, 2026
Daiwa Securities Group Inc.Reduce 4.91%-$11K$214K0.00%Jul 31, 2026
Quotient Wealth Partners, LLCAdded 12.26%+$9.67K$88.6K0.00%Aug 3, 2026
First Trust Advisors LPReduce 11.55%-$9.39K$71.9K0.00%Aug 11, 2026
Huntington National BankAdded 79.90%+$5.91K$13.3K0.00%Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Reduce 1.26%-$5.9K$463K0.00%Aug 7, 2026
MassMutual Private Wealth & Trust, FSBReduce 92.97%-$5.24K$3960.00%Jul 2, 2026
Versant Capital Management, IncReduce 19.27%-$4.43K$18.6K0.00%Jul 2, 2026
Exchange Traded Concepts, LLCReduce 41.56%-$4.38K$6.15K0.00%Aug 11, 2026
Sound Income Strategies, LLCAdded 2.97%+$4.3K$149K0.01%Jul 20, 2026
Missouri Trust & Investment CoSell 100%-$2.75K$00.00%Aug 13, 2026
Nissay Asset Management Corp /JapanReduce 1.92%-$1.61K$82.2K0.00%Aug 14, 2026
Pinnacle Wealth Planning Services, Inc.Sell 100%-$891$00.00%Aug 7, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$869$00.00%Aug 13, 2026
Zions Bancorporation, National AssociationNew Buy+$821$8210.00%Jul 31, 2026
Resona Asset Management Co.,Ltd.Reduce 0.28%-$703$249K0.00%Jul 29, 2026
Wolff Wiese Magana LLCAdded 1.70%+$545$32.7K0.02%Jul 13, 2026

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