Capstone Investment Advisors
AHRT

Capstone Investment Advisors’s AH Realty Trust AHRT Stock Holding History

Capstone Investment Advisors’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
-24,765
Closed -$253K – 1329
2024
Q4 		$253K Buy
+24,765
New +$269K ﹤0.01% 1533

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

Capstone Investment Advisors's AHRT Position: Q1 2025 in Review

Capstone Investment Advisors sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 24,765 shares — an estimated $253K sold.

Capstone Investment Advisors first reported a position in AHRT in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • Capstone Investment Advisors reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 24,765 AH Realty Trust shares in Q1 2025, an estimated $253K.
  • Capstone Investment Advisors first reported a position in AH Realty Trust in Q4 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's AH Realty Trust position peaked at $253K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.