Baird Financial Group
AHRT

Baird Financial Group’s AH Realty Trust AHRT Stock Holding History

Baird Financial Group’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
2022
Q4 		– Sell
-10,664
Closed -$110K – 1681
2022
Q3 		$110K Buy
+10,664
New +$139K ﹤0.01% 1664
2015
Q3 		– Sell
-10,884
Closed -$109K – 1246
2015
Q2 		$109K Buy
+10,884
New +$114K ﹤0.01% 1271

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Baird Financial Group's AHRT Position: Q4 2022 in Review

Baird Financial Group sold out of AH Realty Trust (AHRT) in Q4 2022, closing a stake of 10,664 shares — an estimated $110K sold.

Baird Financial Group first reported a position in AHRT in Q2 2015 and held it in 2 quarters. The position peaked at $110K in Q3 2022. 195 funds tracked by Wall St. Rank hold AHRT as of Q4 2022.

  • Baird Financial Group reported no remaining AH Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 10,664 AH Realty Trust shares in Q4 2022, an estimated $110K.
  • Baird Financial Group first reported a position in AH Realty Trust in Q2 2015 and held it in 2 quarters.
  • Baird Financial Group's AH Realty Trust position peaked at $110K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.