BAM
AHRT

Belpointe Asset Management’s AH Realty Trust AHRT Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-845
Closed -$9.98K – 676
2023
Q1 		$9.98K Sell
845
-360
-30% -$4.42K ﹤0.01% 2719
2022
Q4 		$13.9K Buy
+1,205
New +$13.9K ﹤0.01% 2441

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belpointe Asset Management's AHRT Position: Q2 2023 in Review

Belpointe Asset Management sold out of AH Realty Trust (AHRT) in Q2 2023, closing a stake of 845 shares — an estimated $9.98K sold.

Belpointe Asset Management first reported a position in AHRT in Q4 2022 and held it in 2 quarters. The position peaked at $13.9K in Q4 2022. 185 funds tracked by Wall St. Rank hold AHRT as of Q2 2023.

  • Belpointe Asset Management reported no remaining AH Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 845 AH Realty Trust shares in Q2 2023, an estimated $9.98K.
  • Belpointe Asset Management first reported a position in AH Realty Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's AH Realty Trust position peaked at $13.9K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.