FTDI
AHRT

First Trust Direct Indexing’s AH Realty Trust AHRT Stock Holding History

First Trust Direct Indexing’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 		– Sell
-11,806
Closed -$128K – 28
2024
Q3 		$128K Buy
11,806
+215
+2% +$2.51K 0.01% 949
2024
Q2 		$129K Buy
+11,591
New +$126K 0.01% 869
2021
Q1 		– Sell
-1,006
Closed -$11K – 408
2020
Q4 		$11K Buy
+1,006
New +$10.2K ﹤0.01% 914

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
N
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

First Trust Direct Indexing's AHRT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of AH Realty Trust (AHRT) in Q4 2024, closing a stake of 11,806 shares — an estimated $128K sold.

First Trust Direct Indexing first reported a position in AHRT in Q4 2020 and held it in 3 quarters. The position peaked at $129K in Q2 2024. 222 funds tracked by Wall St. Rank hold AHRT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining AH Realty Trust position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,806 AH Realty Trust shares in Q4 2024, an estimated $128K.
  • First Trust Direct Indexing first reported a position in AH Realty Trust in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's AH Realty Trust position peaked at $129K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.