CIM
AHRT

Cambria Investment Management’s AH Realty Trust AHRT Stock Holding History

Cambria Investment 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
2024
Q1 		– Sell
-26,828
Closed -$332K – 343
2023
Q4 		$332K Hold
26,828
– – 0.02% 233
2023
Q3 		$275K Hold
26,828
– – 0.02% 241
2023
Q2 		$313K Sell
26,828
-2,824
-10% -$32.9K 0.03% 233
2023
Q1 		$350K Buy
29,652
+4,236
+17% +$52K 0.03% 229
2022
Q4 		$292K Buy
+25,416
New +$293K 0.02% 227
2021
Q4 		– Sell
-19,116
Closed -$256K – 259
2021
Q3 		$256K Buy
+19,116
New +$253K 0.05% 184

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Cambria Investment Management's AHRT Position: Q1 2024 in Review

Cambria Investment Management sold out of AH Realty Trust (AHRT) in Q1 2024, closing a stake of 26,828 shares — an estimated $332K sold.

Cambria Investment Management first reported a position in AHRT in Q3 2021 and held it in 6 quarters. The position peaked at $350K in Q1 2023. 191 funds tracked by Wall St. Rank hold AHRT as of Q1 2024.

  • Cambria Investment Management reported no remaining AH Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Cambria Investment Management sold 26,828 AH Realty Trust shares in Q1 2024, an estimated $332K.
  • Cambria Investment Management first reported a position in AH Realty Trust in Q3 2021 and held it in 6 quarters.
  • Cambria Investment Management's AH Realty Trust position peaked at $350K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2024.

Based on Cambria Investment Management's 13F filing for Q1 2024, filed 14 May 2024.