AWM
AHRT

Accurate Wealth Management’s AH Realty Trust AHRT Stock Holding History

Accurate Wealth Management’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-373
Closed -$4.32K – 275
2022
Q4 		$4.32K Buy
+373
New +$4.3K ﹤0.01% 1052

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Accurate Wealth Management's AHRT Position: Q1 2023 in Review

Accurate Wealth Management sold out of AH Realty Trust (AHRT) in Q1 2023, closing a stake of 373 shares — an estimated $4.32K sold.

Accurate Wealth Management first reported a position in AHRT in Q4 2022 and held it in 1 quarter. The position peaked at $4.32K in Q4 2022. 194 funds tracked by Wall St. Rank hold AHRT as of Q1 2023.

  • Accurate Wealth Management reported no remaining AH Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 373 AH Realty Trust shares in Q1 2023, an estimated $4.32K.
  • Accurate Wealth Management first reported a position in AH Realty Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's AH Realty Trust position peaked at $4.32K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.