Dimensional Fund Advisors
AHRT

Dimensional Fund Advisors’s AH Realty Trust AHRT Stock Holding History

Dimensional Fund 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
2024
Q3 		– Sell
-33,111
Closed -$367K – 3351
2024
Q2 		$367K Buy
+33,111
New +$361K ﹤0.01% 3077

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
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors's AHRT Position: Q3 2024 in Review

Dimensional Fund Advisors sold out of AH Realty Trust (AHRT) in Q3 2024, closing a stake of 33,111 shares — an estimated $367K sold.

Dimensional Fund Advisors first reported a position in AHRT in Q2 2024 and held it in 1 quarter. The position peaked at $367K in Q2 2024. 227 funds tracked by Wall St. Rank hold AHRT as of Q3 2024.

  • Dimensional Fund Advisors reported no remaining AH Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 33,111 AH Realty Trust shares in Q3 2024, an estimated $367K.
  • Dimensional Fund Advisors first reported a position in AH Realty Trust in Q2 2024 and held it in 1 quarter.
  • Dimensional Fund Advisors's AH Realty Trust position peaked at $367K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2024.

Based on Dimensional Fund Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.