Who owns AH Realty Trust (AHRT)
Which tracked institutional funds hold AHRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AHRT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
47 tracked funds added or opened AHRT while 22 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AHRT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AHRT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AHRT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 186 tracked filers holding AHRT, 90 increased or opened the position and 120 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AHRT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Western Standard LLC$9M
- Lighthouse Investment Partners, LLC$3M
- TUDOR INVESTMENT CORP ET AL$2M
- Jain Global LLC$2M
- BOOTHBAY FUND MANAGEMENT, LLC$624K
Full exits 10
- HRT FINANCIAL LP$4M
- LSV ASSET MANAGEMENT$2M
- Brooklyn Investment Group$2M
- Janney Montgomery Scott LLC$1M
- GLOBEFLEX CAPITAL L P$1M
- Penserra Capital Management LLC$1M
Largest adds
- BlackRock, Inc.$11M
- VANGUARD PORTFOLIO MANAGEMENT LLC$7M
- TWO SIGMA INVESTMENTS, LP$6M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- GEODE CAPITAL MANAGEMENT, LLC$4M
Largest trims
- ALLIANCEBERNSTEIN L.P.$4M
- MILLENNIUM MANAGEMENT LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- State of New Jersey Common Pension Fund D$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1M
- JPMORGAN CHASE & CO$662K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,827,404 | $48M | 12.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,057,875 | $29M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,390,281 | $24M | 6.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,108,586 | $22M | 5.7% | 2026-Q2 |
| Irenic Capital Management LP trimmed | 2,918,328 | $21M | 5.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,271,422 | $16M | 4.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 2,196,096 | $16M | 4.0% | 2026-Q2 |
| Invesco Ltd. added | 1,892,577 | $13M | 3.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,812,598 | $13M | 3.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,549,569 | $11M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,518,339 | $11M | 2.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,420,180 | $10M | 2.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,334,070 | $9M | 2.4% | 2026-Q2 |
| TCW GROUP INC added | 1,307,002 | $9M | 2.4% | 2026-Q2 |
| Western Standard LLC new | 1,295,429 | $9M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,173,579 | $8M | 2.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 1,120,992 | $8M | 2.1% | 2026-Q2 |
| Berman McAleer LLC | 1,023,400 | $7M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 954,518 | $7M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 734,240 | $5M | 1.3% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 694,442 | $5M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 633,410 | $4M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 630,242 | $4M | 1.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 594,326 | $4M | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 517,396 | $4M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 511,636 | $4M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 452,288 | $3M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 429,085 | $3M | 0.8% | 2026-Q2 |
| Adams Asset Advisors, LLC trimmed | 400,000 | $3M | 0.7% | 2026-Q2 |
| Lighthouse Investment Partners, LLC new | 375,000 | $3M | 0.7% | 2026-Q2 |
| UBS Group AG added | 313,108 | $2M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 290,347 | $2M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP added | 289,411 | $2M | 0.5% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 281,762 | $2M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 272,081 | $2M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 263,482 | $2M | 0.5% | 2026-Q2 |
| Jain Global LLC new | 241,804 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 239,333 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 234,526 | $2M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 220,075 | $2M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 203,391 | $1M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 193,747 | $1M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 187,900 | $1M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC added | 178,384 | $1M | 0.3% | 2026-Q2 |
| Sterneck Capital Management, LLC added | 161,427 | $1M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 158,002 | $1M | 0.3% | 2026-Q2 |
| American Capital Advisory, LLC trimmed | 145,170 | $1M | 0.3% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 145,000 | $1M | 0.3% | 2026-Q2 |
| TT Capital Management LLC trimmed | 138,575 | $981K | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 132,211 | $936K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 130,901 | $927K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 130,613 | $925K | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 120,200 | $851K | 0.2% | 2026-Q2 |
| AlphaCentric Advisors LLC | 115,000 | $814K | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. | 109,325 | $774K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 108,378 | $767K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 105,649 | $748K | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 101,624 | $719K | 0.2% | 2026-Q2 |
| Inspire Investing, LLC added | 96,247 | $681K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 93,547 | $662K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 91,349 | $647K | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 88,491 | $627K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 88,140 | $624K | 0.2% | 2026-Q2 |
| DRW Securities, LLC trimmed | 87,172 | $617K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 84,071 | $595K | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 82,187 | $582K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 74,500 | $410K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 72,682 | $515K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 67,868 | $482K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 65,372 | $463K | 0.1% | 2026-Q2 |
| Worth Venture Partners, LLC | 56,800 | $402K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 54,327 | $385K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 54,315 | $385K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 51,776 | $367K | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC | 50,666 | $359K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 49,054 | $347K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 48,828 | $346K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 45,809 | $324K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 43,715 | $310K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 40,962 | $290K | 0.1% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 38,724 | $274K | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC new | 37,650 | $267K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 36,680 | $260K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 36,330 | $257K | 0.1% | 2026-Q2 |
| Park Capital Management, LLC / WI added | 34,771 | $246K | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. trimmed | 34,738 | $249K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 32,809 | $232K | 0.1% | 2026-Q2 |
| ANCHYRA PARTNERS LLC added | 32,685 | $231K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 32,429 | $230K | 0.1% | 2026-Q2 |
| Murphy Pohlad Asset Management LLC added | 31,640 | $224K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 31,512 | $223K | 0.1% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 30,193 | $214K | 0.1% | 2026-Q2 |
| Sage Investment Counsel LLC added | 29,200 | $207K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 29,199 | $207K | 0.1% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd | 29,164 | $206K | 0.1% | 2026-Q2 |
| Arbor Investment Advisors, LLC | 29,161 | $206K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 27,970 | $198K | 0.1% | 2026-Q2 |
| Abel Hall, LLC added | 26,037 | $184K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 25,388 | $180K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 24,650 | $175K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.