As of the latest SEC filings, AH Realty Trust, Inc. (AHRT) is held by 154 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $18,103,889.16 in market value, representing 0.03% of its portfolio.
Funds holding AH Realty Trust, Inc. (AHRT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AHRT
- CIK:
- 0001569187
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.03% | $18,103,889.16 | 2,972,724 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $13,721,251.50 | 2,494,773 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $10,998,625.00 | 1,999,750 | Mar 31, 2026 | May 28, 2026 |
|
SDIV
Global X SuperDividend ETF
|
ETF | Independent / Boutique | 0.85% | $10,884,644.82 | 1,787,298 | Apr 30, 2026 | Jun 29, 2026 |
|
PMYAX
Putnam Core Equity Fund
|
MF | Independent / Boutique | 0.17% | $10,628,109.66 | 1,745,174 | Apr 30, 2026 | Jun 24, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.08% | $10,594,247.68 | 486,868 | Mar 31, 2026 | May 26, 2026 |
|
KBWY
Invesco KBW Premium Yield Equity REIT ETF
|
ETF | Invesco | 3.29% | $8,853,518.75 | 1,416,563 | Feb 28, 2026 | Apr 28, 2026 |
|
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
|
CEF | Cohen & Steers | 0.50% | $8,225,280.00 | 378,000 | Mar 31, 2026 | May 29, 2026 |
|
KIFAX
WESTWOOD REAL ESTATE INCOME FUND
|
MF | Independent / Boutique | 2.84% | $6,915,200.00 | 320,000 | Apr 30, 2026 | Jun 25, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.29% | $6,482,013.30 | 1,064,370 | Apr 30, 2026 | Jun 25, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,057,202.99 | 830,411 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,999,021.50 | 908,913 | Mar 31, 2026 | May 28, 2026 |
|
CMALX
CRAWFORD MULTI-ASSET INCOME FUND
|
MF | Independent / Boutique | 2.50% | $4,573,516.80 | 210,180 | Mar 31, 2026 | Jun 1, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,782,152.00 | 687,664 | Mar 31, 2026 | May 28, 2026 |
|
FRIFX
Fidelity Real Estate Income Fund
|
MF | Fidelity | 0.09% | $3,700,011.97 | 172,817 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.04% | $3,461,743.75 | 553,879 | Feb 28, 2026 | Apr 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.03% | $3,227,937.51 | 530,039 | Apr 30, 2026 | Jun 26, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.26% | $2,986,538.24 | 137,249 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,481,862.50 | 397,098 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,432,200.00 | 389,152 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,070,537.50 | 331,286 | Feb 28, 2026 | Apr 24, 2026 |
|
NRO
NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC
|
CEF | Neuberger Berman | 0.95% | $2,009,730.00 | 93,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FHLPX
Fidelity SAI Real Estate Income Fund
|
MF | Fidelity | 0.09% | $1,760,608.53 | 82,233 | Apr 30, 2026 | Jun 26, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.03% | $1,723,156.25 | 275,705 | Feb 28, 2026 | Apr 28, 2026 |
|
XSHD
Invesco S&P SmallCap High Dividend Low Volatility ETF
|
ETF | Invesco | 2.21% | $1,638,368.75 | 262,139 | Feb 28, 2026 | Apr 28, 2026 |
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