AWM
AHRT

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

Avior 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
2025
Q1 		– Sell
-1,074
Closed -$11K – 775
2024
Q4 		$11K Buy
1,074
+10
+0.9% +$109 ﹤0.01% 1586
2024
Q3 		$11.5K Buy
1,064
+11
+1% +$129 ﹤0.01% 1510
2024
Q2 		$11.7K Sell
1,053
-4
-0.4% -$44 ﹤0.01% 1471
2024
Q1 		$11K Buy
1,057
+23
+2% +$261 ﹤0.01% 1835
2023
Q4 		$12.8K Buy
1,034
+10
+1% +$110 ﹤0.01% 949
2023
Q3 		$10.5K Buy
1,024
+8
+0.8% +$93 ﹤0.01% 1034
2023
Q2 		$11.9K Buy
1,016
+8
+0.8% +$93 ﹤0.01% 992
2023
Q1 		$11.9K Buy
1,008
+8
+0.8% +$98 ﹤0.01% 1023
2022
Q4 		$11.5K Hold
1,000
– – ﹤0.01% 831
2022
Q3 		$10K Buy
+1,000
New +$13.1K ﹤0.01% 845

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Avior Wealth Management's AHRT Position: Q1 2025 in Review

Avior Wealth Management sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 1,074 shares — an estimated $11K sold.

Avior Wealth Management first reported a position in AHRT in Q3 2022 and held it in 10 quarters. The position peaked at $12.8K in Q4 2023. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • Avior Wealth Management reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,074 AH Realty Trust shares in Q1 2025, an estimated $11K.
  • Avior Wealth Management first reported a position in AH Realty Trust in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's AH Realty Trust position peaked at $12.8K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.