CAL
AHRT

Capital Analysts LLC’s AH Realty Trust AHRT Stock Holding History

Capital Analysts LLC’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
-695
Closed -$7K – 1365
2024
Q4 		$7K Buy
695
+9
+1% +$98 ﹤0.01% 1112
2024
Q3 		$7K Buy
+686
New +$8.02K ﹤0.01% 1073

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

Capital Analysts LLC's AHRT Position: Q1 2025 in Review

Capital Analysts LLC sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 695 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in AHRT in Q3 2024 and held it in 2 quarters. The position peaked at $7K in Q4 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • Capital Analysts LLC reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 695 AH Realty Trust shares in Q1 2025, an estimated $7K.
  • Capital Analysts LLC first reported a position in AH Realty Trust in Q3 2024 and held it in 2 quarters.
  • Capital Analysts LLC's AH Realty Trust position peaked at $7K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.