Caitlin John’s AH Realty Trust AHRT Stock Holding History

Caitlin John’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
2024 Q3	–	Sell	-5	Closed	-$55	–	856
2024 Q2	$55	Hold	5	–	–	﹤0.01%	843
2024 Q1	$52	Sell	5 -4,335	-100%	-$49.2K	﹤0.01%	871
2023 Q4	$54.5K	Buy	+4,340	New	+$47.9K	0.04%	203

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Caitlin John's AHRT Position: Q3 2024 in Review

Caitlin John sold out of AH Realty Trust (AHRT) in Q3 2024, closing a stake of 5 shares — an estimated $55 sold.

Caitlin John first reported a position in AHRT in Q4 2023 and held it in 3 quarters. The position peaked at $54.5K in Q4 2023. 227 funds tracked by Wall St. Rank hold AHRT as of Q3 2024.

Caitlin John reported no remaining AH Realty Trust position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 5 AH Realty Trust shares in Q3 2024, an estimated $55.
Caitlin John first reported a position in AH Realty Trust in Q4 2023 and held it in 3 quarters.
Caitlin John's AH Realty Trust position peaked at $54.5K in Q4 2023.
227 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.