GRP
AHRT

Global Retirement Partners’s AH Realty Trust AHRT Stock Holding History

Global Retirement Partners’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
2023
Q3 		– Sell
-23
Closed -$269 – 3249
2023
Q2 		$269 Hold
23
– – ﹤0.01% 3067
2023
Q1 		$269 Hold
23
– – ﹤0.01% 3052
2022
Q4 		$265 Hold
23
– – ﹤0.01% 2906
2022
Q3 		$0 Buy
+23
New +$300 ﹤0.01% 2667

Other funds holding AHRT

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Vanguard Group
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's AHRT Position: Q3 2023 in Review

Global Retirement Partners sold out of AH Realty Trust (AHRT) in Q3 2023, closing a stake of 23 shares — an estimated $269 sold.

Global Retirement Partners first reported a position in AHRT in Q3 2022 and held it in 4 quarters. The position peaked at $269 in Q2 2023. 188 funds tracked by Wall St. Rank hold AHRT as of Q3 2023.

  • Global Retirement Partners reported no remaining AH Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 23 AH Realty Trust shares in Q3 2023, an estimated $269.
  • Global Retirement Partners first reported a position in AH Realty Trust in Q3 2022 and held it in 4 quarters.
  • Global Retirement Partners's AH Realty Trust position peaked at $269 in Q2 2023.
  • 188 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.