AI
AHRT

AXS Investments’s AH Realty Trust AHRT Stock Holding History

AXS Investments’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
-160,833
Closed -$1.65M – 204
2024
Q4 		$1.65M Buy
160,833
+78,043
+94% +$849K 0.46% 65
2024
Q3 		$897K Buy
82,790
+25,548
+45% +$299K 0.24% 179
2024
Q2 		$635K Buy
57,242
+16,900
+42% +$184K 0.18% 191
2024
Q1 		$420K Buy
40,342
+15,500
+62% +$176K 0.1% 232
2023
Q4 		$307K Buy
+24,842
New +$274K 0.07% 256
2022
Q3 		– Sell
-12,753
Closed -$164K – 205
2022
Q2 		$164K Buy
+12,753
New +$173K 0.06% 199

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

AXS Investments's AHRT Position: Q1 2025 in Review

AXS Investments sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 160,833 shares — an estimated $1.65M sold.

AXS Investments first reported a position in AHRT in Q2 2022 and held it in 6 quarters. The position peaked at $1.65M in Q4 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • AXS Investments reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
  • AXS Investments sold 160,833 AH Realty Trust shares in Q1 2025, an estimated $1.65M.
  • AXS Investments first reported a position in AH Realty Trust in Q2 2022 and held it in 6 quarters.
  • AXS Investments's AH Realty Trust position peaked at $1.65M in Q4 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.