Cassady Schiller Wealth Management’s AH Realty Trust AHRT Stock Holding History

Cassady Schiller Wealth 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 Q4	$593	Buy	+58	New	+$631	﹤0.01%	924

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MIIM

Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return

Cassady Schiller Wealth Management's AHRT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in AH Realty Trust (AHRT) in Q4 2024: 58 shares worth $593. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

222 funds tracked by Wall St. Rank hold AHRT as of Q4 2024.

Cassady Schiller Wealth Management held 58 shares of AH Realty Trust worth $593 as of Q4 2024.
AH Realty Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
AH Realty Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #924 holding.
222 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.